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News

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
Mel Stride appointed secretary of state for work and pensions

Pensions

Mel Stride appointed secretary of state for work and pensions

Appointment comes after Chloe Smith left the position after seven weeks

clock 26 October 2022 • 1 min read
Cost of living cited as main driver for inter-gen financial planning

Cost of Living

Cost of living cited as main driver for inter-gen financial planning

UK household sentiment towards future finances weakest since 2009

clock 26 October 2022 • 2 min read
SDR understanding key in bolstered FE fundinfo ESG proposition

Green

SDR understanding key in bolstered FE fundinfo ESG proposition

New range of features designed to meet sustainable investing challenges

clock 26 October 2022 • 2 min read
FCA says SDR will be a 'very different' regime to Europe's SFDR

Investment

FCA says SDR will be a 'very different' regime to Europe's SFDR

Comes after long-awaited consultation paper was published this morning

clock 25 October 2022 • 2 min read
Evelyn Partners re-adjusts managed portfolio model range

Investment

Evelyn Partners re-adjusts managed portfolio model range

Changes made to three of six of the firm's risk-mapped portfolios

clock 25 October 2022 • 1 min read
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