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.
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.
Sipp provider Westerby and investment manager Quilter Cheviot are teaming up to run technical seminars for advisers on SSASs and long term Financial Planning.
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'.
The Financial Planning industry must do a better job of explaining the importance of pensions to the general public, a retirement planning expert says.
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.
Award-winning Financial Planner Emma Hall is set to join Clifton Wealth in Bristol and apply her skills to the personal investment, income drawdown and inheritance tax sectors.
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