Business & Development
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Scottish Widows take the pulse of the Paraplanning profession
Scottish Widows’ third annual Paraplanner Survey takes the pulse of the paraplanning profession in today’s financial services industry. Focusing on regulation, technology,…
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EV adds inheritance tax functionality to EVPro financial planning tool
Financial services technology provider EV has added inheritance tax functionality to its end-to-end financial planning solution EVPro to give advisers a realistic…
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Use of Centralised Retirement Propositions almost doubles following thematic review, finds Wealthtime and Copia
Research by Wealthtime and Copia Capital reveals an increasing number of financial advisers are changing their retirement propositions following the FCA’s focus…
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Adviser focus: Truly Independent’s Katie Brinsden tells us why advisers shouldn’t be driven to distraction by technology
In her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent, has her…
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Ian Aylward joins AJ Bell in boost for Investments team
Ian Aylward has joined AJ Bell as the new head of investment partnerships, bolstering its award-winning Investments team. Ian’s role will see…
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IFA views on potential pension reform ahead of the Chancellor’s speech at Mansion House
With the Chancellor expected to unveil plans to reform the UK pension sector in her Mansion House speech tomorrow, new data from…
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Young adults struggle with financial confidence and understanding as older generations lead the way
New research from Pay.UK, owner and operator of the Current Account Switch Service, reveals a stark generational divide in financial confidence and…
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Pensions Dashboards could accelerate losses from pension transfers beyond £2 billion, warns People’s Partnership
The introduction of Pensions Dashboards could see losses due to ‘poorly informed’ transfers into higher charging pensions soar beyond £2 billion before…
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Isio completes £20 million buy-in with Utmost Life and Pensions, providing brokering and covenant advice for defined benefit scheme
Isio has successfully facilitated a £20 million buy-in transaction for a defined benefit scheme. In collaboration with the scheme’s Trustee, and legal…
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The UK is still at least 20 years away from closing the gender pension gap – Scottish Widows Report
The gender pensions gap will take at least 20 years to close unless decisive action is taken, according to the latest Women and…
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