Pension funds are currently relying on investment consultants and specialist companies for most of their stress testing and scenario modeling. This is according to new research* from Ortec Finance, the leading global provider of risk and return management solutions...
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PIMFA launches ‘PIMFA WealthTech’ supported by Morningstar
PIMFA, the trade association for the wealth management, investment services and the investment and financial advice industry, is pleased to announce the launch of PIMFA WealthTech. PIMFA WealthTech has been created as a next generation digital marketplace and industry...
Perspective acquires £50m AUM firm in Huntingdon
Perspective Financial Group Ltd (Perspective) has acquired Ramsey Financial (Cambs) Ltd based in Huntingdon, Cambridgeshire, which has £50m AUM and 330 households as clients. This is Perspective’s 51st acquisition since the group was founded in 2008. Perspective...
AJ Bell: How surging cost-of-living affects savers and retirees
UK inflation continues to rocket in 2022, hitting 7% in March and putting pressure on millions of household budgets Savers feeling the pain during the cost-of-living crisis will inevitably be tempted to reduce or cancel pension contributions – but this could cause...
SMP reveals ‘brave new world’ for mortgage professionals
The Society of Mortgage Professionals has identified the opportunities facing the profession in 2022 and shared how the membership body...
Place2Be and Sarasin & Partners promote children’s mental health in RHS Chelsea Flower Show 2022 garden
RHS Ambassador and horticulturist Jamie Butterworth is designing his first RHS Chelsea Flower Show Garden this spring (24-28 May), to...
Painful’ disruption looms with inflation approaching 7% in 2022, warns Aegon AM
Markets, households and students face painful disruption next year if inflation hits 7% as currently implied by inflation-linked bonds,...
MPS webinar: save the date and book your place now
We are delighted to invite you to attend our upcoming webinar in the MPS space. Join us on Thursday 11th November for an in-depth...
UK advisers say younger clients could be the catalyst for change with sustainable investing
Over two fifths (42%) of financial advisers surveyed said younger family members influenced their clients towards sustainable investing...
Rise and Rise of EIS | GBI 28 | September 2021
AJ Bell financial analyst discusses post-pandemic economic recovery
"The latest figures from the labour market are certainly positive, but it’s probably best to keep the champagne on ice for now", AJ Bell...
HMRC can help towards the cost of children’s summer holiday activities
Today, HM Revenue and Customs (HMRC) has been reminding working families that they can use Tax-Free Childcare to help pay for their...
AIG and Amaiz sponsor Guinness World Record attempt in aid of Motor Neurone Disease
Insurance company AIG and banking services app Amaiz back Guinness World Record attempt to raise money for Motor Neurone Disease. A team...
‘Hybrid’ advice – digital solutions to support advisers in post-pandemic financial services sector
Advice technology specialist Ignition has proposed that digital capabilities can enhance the advice business model in market study...
Women 50% less likely to afford early retirement than men, study reveals
Research conducted by retirement specialist Just Group finds men twice as likely to retire early than women due to superior pensions and...
FCA confirms measures to protect customers from the loyalty penalty in home and motor insurance markets
The FCA has announced today that it is implementing a package of remedies to improve competition and protect home and motor insurance...
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