Financial Planning

Thursday, 16 June 2016 10:41

Sipp provider to expand Financial Planning division

Sipp and SSAS provider Charles Stanley wants to be the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.

Published in Articles

Tagged under

Friday, 06 November 2015 10:31

Over 55s’ property wealth to double to £2.5 trillion by 2035

The total property wealth of over-55s in England will double to almost £2.5trillion by 2035, according to research by Age Partnership, a retirement income specialist.

Published in Articles

Tagged under

Wednesday, 11 February 2015 17:01

Westerby and Quilter team up to offer pension freedom seminars

Sipp provider Westerby and investment manager Quilter Cheviot are teaming up to run technical seminars for advisers on SSASs and long term Financial Planning.

Published in Articles

Tagged under

Friday, 26 September 2014 12:16

Advisory firm blasts Government over 'guidance tax'

Treasury offices. The guidance service is part of Treasury overhauls of the pensions system announced by the Chancellor in March

A Financial Planning firm has hit out at the costs facing advisers to fund the new retirement service pledged by the Government in the Budget, labelling it the 'guidance tax'.

Published in Articles

Tagged under

Monday, 30 December 2013 08:55

Explain importance of pensions better in 2014, planners urged

The Financial Planning industry must do a better job of explaining the importance of pensions to the general public, a retirement planning expert says.

Published in Articles

Tagged under

Wednesday, 20 November 2013 10:01

20% of couples aged 40+ avoid retirement conversations

One in five couples over the age of 40 have not discussed retirement plans in the last five years and many prefer to keep finances separate, according to a new study.

Published in Articles

Tagged under

Thursday, 31 October 2013 13:40