Rebecca Tomes
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Moneyhub presents pensions dashboard capabilities and possibilities
Moneyhub, the award-winning Open Data platform and alpha partner to the Pensions Dashboards Programme (PDP) launched its alpha sandbox to show how…
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Personal Finance Society Festival is back
The Personal Finance Society is delighted to open registrations for the long-awaited return of the Festival of Financial Planning. The showcase event,…
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ONS data reveals pensioners suffering worst disparity in cost-of-living crisis
Following this morning’s ONS report on the impact of increased cost of living, Olivia Kennedy, financial planner at Quilter, comments: “Today’s report…
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Foresight Wealth Strategists completes acquisition of Platinum SRI
North West financial planning firm Foresight Wealth Strategists has completed its first acquisition with the purchase of Bury based Independent Financial Adviser,…
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CISI announces Educational Trust awards totalling £18,000
The Chartered Institute for Securities & Investment (CISI) is delighted to announce the 26 student achievers of its 2022 Educational Trust Awards.…
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DWP faces predictable backlash over plans to water down pension charge cap
Proposals to water down the 0.75% automatic enrolment charge cap so performance fees are exempt are set to go ahead despite widespread…
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Tax allowances shrink 6% in a decade as fiscal ice age continues
Calculations from Quilter, the financial adviser and investment platform, reveal that government tax breaks for savings and investments have become less generous…
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New tax year from April 2022: 5 key changes that could affect people’s personal finances
State pension increases by 3.1% Minimum wage increase National Insurance 1.25% rise Income tax threshold freeze Pension lifetime allowance continues to be…
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Can wealth managers adapt to an increasingly ESG-aware investor?
Investors are increasingly wanting to feel more involved in how their money is directed towards sustainable investments, and firms will need to…
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Majority of smaller businesses don’t understand ‘carbon jargon’, new British Business Bank research reveals
Almost three in four (74%) smaller businesses don’t understand how the term ‘net zero’ applies to them The majority of smaller businesses[1]…
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