Short read
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Reliance on state pension leaves black hole in personal retirement savings
86% of mass affluent consumers already do or expect the state pension to supplement their retirement income, according to new research from…
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Government sets out plans to ban cold-calling for ALL financial products – AJ Bell
Tom Selby, head of retirement policy at AJ Bell, was one of the earliest and most vocal campaigners for a pensions cold calling ban…
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Less than a third (31%) of employees have a good understanding of full benefits provided
Less than a third (31%) of employers believe that most of their employees have a good understanding of the full range of…
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CII to offer new initiative to raise awareness of careers in insurance and financial planning professions
The CII has launched a new, free initiative to help grow talent for the insurance and financial planning professions. The programme will…
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Fewer than one in five recent pension dippers had a Pension Wise appointment
Fewer than one in five retirement savers aged 55+ who accessed a defined contribution pension in the last four years had a…
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StepChange Financial Solutions selects finova’s award-winning CRM platform
Finova, the UK’s largest cloud-based mortgages and savings software provider, has today announced that its award-winning CRM platform will be adopted by StepChange…
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Standard Life Appoints Callum Stewart as Head of Investment Proposition Distribution
Standard Life, part of Phoenix Group, has appointed Callum Stewart as Head of Investment Proposition Distribution. Callum’s appointment highlights the strengthening of the…
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Podcast #51: Powering your advice business through using the latest technology – With Fintel’s Co-CEO, Matt Timmins
The use of technology in a successful financial planning or advice business is crucial. And it’s getting more important by the day.…
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Why there’s a good chance the need for estate planning could grow your business
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Jess Franks, Head of Investment Products at Octopus…
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PIMFA announces shortlist for 2023 Diversity & Inclusion Awards
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is delighted to announce the shortlist…
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