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News

SFDR update: No minimum requirements for fund providers

Investment

SFDR update: No minimum requirements for fund providers

More information from Europe as advisers wait for the UK's regulation

clock 18 April 2023 • 2 min read
Ascot Lloyd adviser academy launches; key emphasis on diversity

Your profession

Ascot Lloyd adviser academy launches; key emphasis on diversity

Programme targets second career movers as well as Uni graduates

clock 18 April 2023 • 1 min read
Closest to retirement least likely to know the worth of their pensions

Pensions

Closest to retirement least likely to know the worth of their pensions

Majority of those over 55 unsure of what savings they have for retirement

clock 18 April 2023 • 2 min read
Gender pension gap reverses in favour of women for the first time

Pensions

Gender pension gap reverses in favour of women for the first time

The income of female pensioners under 75 has overtaken men

clock 17 April 2023 • 2 min read
Cheap income guarantees cut through annuity stereotype

Retirement

Cheap income guarantees cut through annuity stereotype

'No longer do clients need to trade off a big drop in income'

clock 17 April 2023 • 2 min read
Adviser interest in capital accumulation funds shoots up

Investment

Adviser interest in capital accumulation funds shoots up

Findings on adviser interest from Square Mile for the first quarter

clock 17 April 2023 • 2 min read
Jersey wealth manager expands into the UK under ex Quilter exec

Your profession

Jersey wealth manager expands into the UK under ex Quilter exec

Oakglen Wealth is set to open an investment management arm

clock 17 April 2023 • 1 min read
Advice and pension 'empowerment' vital for over 50s push into work

Regulation

Advice and pension 'empowerment' vital for over 50s push into work

Call for better advice and pension considerations for the older workforce

clock 17 April 2023 • 1 min read
Scottish Mortgage managers rebuff comparison to Woodford

Investment

Scottish Mortgage managers rebuff comparison to Woodford

Fund managers faced tough questions at an investor webinar

clock 14 April 2023 • 4 min read
A day in the life of an adviser: Winchester-based Alice Shaw

Adviser tips

A day in the life of an adviser: Winchester-based Alice Shaw

PA hears how advisers all across the nation structure their workdays

clock 14 April 2023 • 4 min read
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