Almost a third (30.8 per cent) of pension plans that were accessed for the first time were accessed by individuals who took regulated advice, data from the Financial Conduct Authority has revealed.

The basics keep failing because firms treat them as a policy to be written once, when they only hold as a routine that gets ...

Around 827,000 matured Child Trust Funds, worth an average of £2,310, have yet to be claimed, HMRC has revealed.

Saffron for Intermediaries has made a number of enhancements across its specialist buy-to-let and residential propositions, giving brokers greater flexibility when supporting complex cases.

Amid fears of rising inflation, energy prices and interest rates, financial advisers have cited uncertainty over changing tax legislation as a key concern keeping clients awake at night.

It is also worth explaining what volatility is, and making it clear that not all volatility is bad — that there are upsides as well as downsides. Ultimately, it is about preparing clients to think ...

The Chartered Insurance Institute has launched Voices, an online research community designed to give insurance and personal finance professionals a role in shaping policy, professional standards and ...

They say slow and steady wins the race. Never has this been more true than for financial advisers navigating the nerves of their clients as they near retirement.

Financial markets have had a bumpy ride, from experiencing an unprecedented boost in technology, to being squeezed by tariff shifts and geopolitical tensions. In the current environment what comes ...

Sometimes financial advisers need to throw out the old investment playbook, get a little more creative and think outside the box.

With onboarding and placing new business now “in good shape” on most platforms, managing business already on the books is a bigger test of platform capability, says Ricky Ali, commercial director at ...

Nearly four in five (79 per cent) landlords now run rolling tenancies only, research from property management and finance ...