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News

Clients retiring abroad? Spain and Australia voted as best options

Retirement

Clients retiring abroad? Spain and Australia voted as best options

Findings from Retirement Solutions on top retirement destinations

clock 09 June 2023 • 1 min read
FSCS declares Newport-based Thomas Financial in default

Your profession

FSCS declares Newport-based Thomas Financial in default

A ‘small IFA failure’ with two claims made against it

clock 09 June 2023 • 1 min read
Evelyn Partners sets fresh direction with new chief executive

Your profession

Evelyn Partners sets fresh direction with new chief executive

Comes after a strong 2022 of advice firm acquisitions and growth

clock 09 June 2023 • 1 min read
A day in the life of an adviser: Penzance-based Demi-Leigh Gilks

Your profession

A day in the life of an adviser: Penzance-based Demi-Leigh Gilks

PA hears how advisers all across the nation structure their workdays

clock 09 June 2023 • 3 min read
Advisers called to be more open-minded to embracing AI

Your profession

Advisers called to be more open-minded to embracing AI

Artificial intelligence should be on advisers’ radar, Schroders says

clock 08 June 2023 • 1 min read
Demand for sustainable investing wanes amid doubts

Your profession

Demand for sustainable investing wanes amid doubts

More advisers report decline in client interest for sustainable investment

clock 08 June 2023 • 1 min read
FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

Technology

FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

Move designed to cut wasted time for advisers

clock 08 June 2023 • 2 min read
Evolving cost of living pressures: Advisers on clients' changing plans

Your profession

Evolving cost of living pressures: Advisers on clients' changing plans

Increased household expenses cited as reason for changing financial plans

clock 08 June 2023 • 1 min read
Pensions dashboards deadline for schemes pushed back until 2026

Pensions

Pensions dashboards deadline for schemes pushed back until 2026

Delayed October 2026 deadline replaces previous staging dates

clock 08 June 2023 • 3 min read
M&G to make 4% of staff redundant via voluntary scheme

Companies

M&G to make 4% of staff redundant via voluntary scheme

The redundancy programme is part of £200m cost cutting drive

clock 08 June 2023 • 1 min read
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