Pension fintech firm partners with financial planning business
100,000 people every month in the UK are planning for their retirement by searching on Google
100,000 people every month in the UK are planning for their retirement by searching on Google
Tech-savvy generation ‘still eager to receive tailored guidance on the complexities of managing wealth’
It will help members ‘evolve strong and consistent behaviours’ to confidently serve clients
75% of IFAs report increase in number of clients asking for sustainable investment options
Almost a year after the wealth manager bought the business for £150m
Despite money management being part of the curriculum across most of the UK
Number of people approaching later life without one ‘remains worryingly low’
To set up a course designed to meet demand in the investment industry
In partnership with Morningstar to help wealth and advice firms to digitalise
Many are ‘well researched and structured’
Clients may be overwhelmed dealing with the challenges
‘No one wants to pay more than they have to for a given product’