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News

Investment

Three things your clients may call you about this week ...

'Doomed to fail'

clock 12 July 2021 • 2 min read

Your profession

Motions PFS rebel group urged members to vote against at CII AGM pass by majority

CII AGM votes

clock 09 July 2021 • 3 min read

Investment

Virtual AGMs double shareholder engagement in 2021

Virtual and 'hybrid' model total 99% of all AGMs

clock 09 July 2021 • 1 min read

Investment

SJP merges UK funds as it looks to create 'building block' offering

Majedie removed as fund manager

clock 09 July 2021 • 1 min read

Investment

UK GDP grew less than expected in May

GDP was up for the fourth month running

clock 09 July 2021 • 2 min read

Featured

Andy Boniface: Platforms 'falling short' on pensions freedom promise

Advised platforms risk losing assets over a lack of pension income options, writes Andy Boniface

clock 08 July 2021 • 6 min read

Featured

Industry stalwarts launch virtual retirement income planning service

A virtual retirement income planning service, Chancery Lane, has been launched for clients with pots of more than £250,000.

clock 08 July 2021 • 3 min read

Your profession

CII gauges member opinion on organisation amid adviser unease

Wants members to answer questions

clock 08 July 2021 • 2 min read

Regulation

CII AGM saga continues: Body to publish vote breakdown

Details published 8 July

clock 08 July 2021 • 2 min read

Featured

Stephen McPhillips: Due diligence is 'crucial tool' in the box

Stephen McPhillips explores due diligence in financial services with a specific focus on the SIPP market

clock 08 July 2021 • 4 min read
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