Clients demand cash advice ahead of ISA reforms
Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
Older consumers are a diverse population, with different beliefs, behaviours and needs, all of which affect the way in which they interact with money and financial services, according to a new discussion paper from the Financial Conduct Authority. So, what do IFAs need to take into account to meet their needs? Click through the pictures…
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Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
For a couple, the pot required is £772,000
Two OEICs will be exclusive to Flying Colours Advice clients
US fund inflows were at their second-lowest level since 2023, while European equities enjoyed their strongest month in a year
Inflows of £1.1bn were recorded in the month, almost double March’s £519m
Bill will drastically cut the number of schemes