Jenny Hunter
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New PFS guidance consolidates resources for Consumer Duty compliance
The Personal Finance Society (PFS) has published new guidance that consolidates Consumer Duty resources to support firms and personal finance professionals with…
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Changes in legislation needed to support DB Scheme surplus and unlock £400bn worth of capital, warns Hymans Robertson
Regulatory reform could potentially generate £400bn of surplus capital in DB pensions schemes according to analysis by Hymans Robertson. The firm calculates…
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More than loose change down your sofa: Standard Life’s pension-finding tool reunites customers with £50m of lost pension savings in just five months
Standard Life, in partnership with pension-finding platform Raindrop, has successfully reunited customers with £50 million in lost pension savings within the first…
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Just a third of Brits know what the annual tax-free ISA allowance is, according to NatWest
A third of Britons risk losing out on up to £20,000 in tax-free savings because they don’t have an ISA (Individual Savings…
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My Pension Expert reveals over a third of over-40s expect to be working into their 70s
Over a third of UK adults aged 40 and over expect to be working into their seventies, new research from My Pension Expert has revealed. …
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The strategic impact of paraplanners – moving beyond support roles
Paraplanners are now often seen as the backbone of financial advice firms, providing essential research, technical analysis, and report writing. But their…
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Butterfield Mortgages has found that the majority of brokers regularly use specialist lenders to place complex cases
New research from Butterfield Mortgages in the UK has found the majority of brokers turn to specialist lenders to place more complex…
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Annuity rates flirting with new highs in early 2025, Just Group analysis shows
Early 2025 has seen the income available on Guaranteed Income for Life solutions rise back up to recent highs, new figures1 from…
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Nationwide pays over £600m to members as a ‘big thank you’ following virgin money deal
Nationwide is giving over 12 million members a share of over £600 million to thank them for enabling the successful purchase of…
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Financial advisers give their ISA investment trust recommendations for young, middle-aged and retired investors
The end of the tax year is approaching, and investors should ensure they use their £20,000 tax-free ISA allowance before the deadline…
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