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Displaying items by tag: retirement planning

The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification.

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Over three quarters (85%) of retired people over 50 think they retired too early, according to a new survey.

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Financial advisers saw their turnover and client numbers grow strongly in 2019, a new study has found.

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Wednesday, 12 February 2020 09:28

2 in 3 couples get no retirement planning advice

Nearly two out of three over-55s couples have never had retirement planning advice, according to a new survey.

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Thursday, 27 September 2018 12:49

Financial Planning Week campaign set for next week

The CISI is urging Financial Planning members to get involved in World Financial Planning Day on Wednesday 3 October and UK Financial Planning Week from 3-10 October.
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Stock market volatility and economic uncertainty have led to a sharp spike in over-50s being risk-averse with their pension savings, new research indicated.
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Retirement planning is the top priority for many high net worth clients, according to a poll looking at financial resolutions in 2016.
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The CII is to launch a new pensions exam unit to support professional standards in the sector.
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Friday, 14 August 2015 11:33

Retirement planning education firm bought out

A financial education firm, which has taught nearly 100,000 employees about pensions and retirement planning, has been bought out for £50m.
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A pensions firm has entered into the world of virtual reality, claiming to be the first in the finance sector to create a 3D Google app for smartphone users.
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