Long read
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PLSA’s latest Retirement Living Standards report shows change of UK public’s expectations
The latest update to the PLSA Retirement Living Standards (RLS) which is announced today, reveals a shift in the cost of retirement living…
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No surprises as government opts not to rock the boat in automatic enrolment review
Following news of the review of the automatic enrolment earnings trigger and qualifying earnings band for 2024/25, Jon Greer, head of retirement…
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Parents unaware they’ll be hit with tax for their children’s savings
Laura Suter, director of personal finance at AJ Bell, comments: “Parents are unknowingly sleepwalking into a surprise tax bill as they aren’t…
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Call to raise state pension age to 71 shows political parties must detail plans: Aegon
Aegon has made a fresh call on the UK’s political parties to detail their plans over the future of the state pension.…
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AML compliance failures are rife in the UK – SmartSearch’s new report and damning figures
An analysis of more than 1,600 ‘anti-money laundering (AML) events’ recorded across the UK in the last decade shows money laundering is…
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Advised Platforms suffer highest ever outflows in 2023: the lang cat
Releasing their latest platforms report and analysis today, the lang cat have detailed platform sales for Q4 as well as 2023 highlights…
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The benefits of MPS: why you shouldn’t let your clients move to cash
Here we bring you a summary of expert insights on the benefits of MPS as opposed to cash or fixed interest and…
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Built by Financial Planners for Financial Planners, PlanHappy brings ‘all-in-one’ back-office software to market
A new ‘all in one’ technology solution to support Financial Planners and Financial Advisers nationwide has officially launched to market today, from…
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LTA abolition presents new pension planning opportunities for advised clients
Advisers are being encouraged to familiarise themselves with incoming legislation around the abolition of the Lifetime Allowance (LTA), with new planning opportunities…
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Check out the latest winners and losers in Square Mile’s latest fund ratings round up for January
According to Square Mile, four funds/fund ranges have joined their Academy of Funds with new ratings this past month, three funds retain…

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