Money Marketing

The president of the Personal Finance Society (PFS) has sought to ease tensions among members by saying the organisation “must work collaboratively” with the new board.

Pensions and Sipp provider @sipp has appointed Josh Legg as business development manager as the firm presses ahead with its ambitious growth plans. Legg, who has 12 years of experience in the Sipp and SSAS industry, will support advisers in navigating the complex retirement planning market. He will predominantly

LifeSearch has partnered with Knight Square Insurance Brokers Limited (KSI) to provide enhanced protection solutions for consumers and SMEs. LifeSearch will complement KSI’s activities by offering tailored micro-SME protection advice to its business clients. The advice will focus on protecting key personnel through

Clive Waller – Illustration by Dan Murrell Around this time last year, I wrote a column on how life has never been so tough for advisers . Unfortunately, this is still the case.

Chancellor Rachel Reeves' Budget last month represents “the biggest shake-up to financial planning in a long time”, according to Quilter's head of technical sales Roddy Munro.

A “swivel-chair approach” to technology is stifling adviser productivity and stunting firms' ability to grow, Timeline CEO Abraham Okusanya has warned.

At the current rate of progression, it will take another 20 years to close the gender pensions gap.

Join us as we delve into the complexities of long-term investing with Catriona McInally, Investment Specialist at M&G Wealth.

As the Consumer Duty, unintentionally, forces advisers to focus on wealthier clients, closing the advice gap must entail a degree of regulatory reform

Good morning and welcome to your Morning Briefing for Wednesday 13 November 2024. To get this in your inbox every morning click here.