Jenny Hunter
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Calling all POWER Planners – Sam Patterson, Equilibrium FP, highlights the PFS POWER initiative and how you can get involved
What is financial planning? Ask a room full of financial planning professionals, and you’ll likely receive a variety of answers. Each planner,…
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A new risk premium and how US policy is tipping the balance on global markets, FE Investments’, Charles Younes explains…
Markets have experienced considerable volatility over the past three months, as political developments have driven dramatic shifts in global allocations. Inflation and…
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Dynamic Planner’s Head Actuary, Steph Willcox explains how you can rise to the challenge of retirement income advice
When the FCA published its thematic review of retirement income advice in March 2024, it caused a bit of a stir across…
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Richard Hulbert, Insight Consultant at Defaqto, explains the momentous changes proposed for pensions
The government is not short of ideas on how pensions could be changed to meet their needs, whether they meet the needs…
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Nick Adams, co-founder of adeus explains why it’s time for advisers to rethink legacy planning and wills in the digital age
Let’s face it, wills and legacy planning don’t usually spark the most upbeat conversations. For many clients, it’s something they know they…
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Linda Johnstone, Head of Investment Proposition at Novia Global explains how advisers can help clients manage investor anxiety
Let’s face it, market volatility has been giving everyone whiplash lately. From geopolitical shocks to economic uncertainty, there’s been no shortage of…
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What financial advisers really think about tech, AI and the next-gen wealth shift…FE fundinfo’s David Scholes discusses their recent adviser survey results
Chances are you’ve heard the words ‘AI’ and ‘generational wealth transfer’ more than once. These are two of the biggest topics shaping…
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CPI holds at 3.4% – but data doubts linger…industry experts react to inflation news
With the latest UK inflation figures out today, financial advisers will be weighing up what it all means for clients—especially with a…
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3.4% CPI keeps pressure on mortgage rates and market sentiment. Mortgage and Property experts have their say…
Today’s inflation figures offer little in the way of surprises—but for those in the mortgage and property market, the implications are still…
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Number of people making lump-sum withdrawals from their pensions as soon as they can reaches post-pandemic high of 120,000
120,000 individuals made lump-sum withdrawals from their pensions as soon as they could last year*, up 10% on the previous year, says…
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