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News

Mentoring group for female financial planners launches

Adviser tips

Mentoring group for female financial planners launches

FFEM has been founded by Magenta Financial Planning’s Gretchen Betts

clock 27 October 2022 • 2 min read
Value of lost workplace pension pots surges to staggering £26.6bn

Pensions

Value of lost workplace pension pots surges to staggering £26.6bn

PPI research found a 75% increase in the number of lost pots since 2018

clock 27 October 2022 • 4 min read
Gilt sell off spurs fixed income expansion for Quilter WealthSelect

Investment

Gilt sell off spurs fixed income expansion for Quilter WealthSelect

Next rebalance of the MPS is scheduled for December

clock 27 October 2022 • 1 min read
Hull-based advice firm declared in default by the FSCS

Regulation

Hull-based advice firm declared in default by the FSCS

Unsecured creditors were 'estimated at £10,199’

clock 27 October 2022 • 1 min read
Sunak remains reticent on commitment to the pension triple lock

Pensions

Sunak remains reticent on commitment to the pension triple lock

Speculation increasing with the prime minister yet to commit to the raise

clock 27 October 2022 • 2 min read
Adviser sanctioned by CII claims institute used 'bully boy tactics'

People

Adviser sanctioned by CII claims institute used 'bully boy tactics'

Yorkshire-based adviser suspended by PIMFA but complied with CII sanctions

clock 26 October 2022 • 2 min read
Hunt's medium-term fiscal plan delayed by two weeks

Economics / Markets

Hunt's medium-term fiscal plan delayed by two weeks

He said the government wanted more time to review the numbers

clock 26 October 2022 • 1 min read
Retirement support concerns grow amid volatile markets

Retirement

Retirement support concerns grow amid volatile markets

'Compelling retirement planning requires comprehensiveness'

clock 26 October 2022 • 4 min read
Advisers predict drop in gifting as IHT mitigator amid inflation angst

Tax planning

Advisers predict drop in gifting as IHT mitigator amid inflation angst

Over half of adviser respondents tell Puma that gifting is lacking appeal

clock 26 October 2022 • 3 min read
Consumer Duty-focused AI protection cross-sell tool debuts

Tools

Consumer Duty-focused AI protection cross-sell tool debuts

New product aiming to help firms with the protection gap

clock 26 October 2022 • 1 min read
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