Retirees need ‘mix and match’ approach to income planning
Combining annuities with other retirement planning products can help individuals meet their income needs
Industry
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UK MPs launch inquiry into sexism in financial services
As they explore whether careers in the industry should be marketed to a more diverse base of individuals
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PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
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Waverton Sterling Bond most viewed among advisers
While inflation protection searches ‘barely register’, acccording to Square Mile’s Market Intelligence report for Q2
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Half of Brits are intimidated by investing
More than a third ‘baffled by jargon’
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Caledonia to kick-start 7IM sale process – reports
Rumoured to have given prospective buyers until the end of July to table offers
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FCA writes to platforms over interest on cash balances paid to clients
UK watchdog wants to understand how firms have considered their approach to this in line with the Consumer Duty
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26% of investment scam victims are under 30
More than three quarters of the scams take place on social media
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IFA group opens office in Lincolnshire
As the company looks to expand its footprint across the UK
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DIFC Insurance Association joins AILO as affiliate member
In a bid to broaden its network ‘to include other global marketplaces’
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Value could be one to watch in 2023
As the stock market re-kindles its love of growth
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Just under half of HNW Brits not taken advice on IHT planning
As majority of UK adults planning to pass on wealth in their lifetime have not considered how and when to do this