FT Adviser
WEBFT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
Standard Life to offer equity release - FTAdviser
WEBSep 14, 2021 · Standard Life's parent Phoenix has been funding lifetime mortgage products through Key and LV since 2016. But today (September 14) marks the beginning of Phoenix’s wider strategy to “get more ...
Who are the FTAdviser Top 20 Financial Advice Firms this year?
WEBSep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...
How interest rates affect bond prices - FTAdviser
WEBSep 1, 2022 · Bond prices are inversely correlated with interest rates, meaning that when interest rates go up, bond prices go down and when interest rates go down, bond prices go up (see below). According to ...
Best and worst workplace pension schemes named - FTAdviser
WEBSep 11, 2019 · The People’s Pension – the second biggest master trust in the market - has come out last in a ranking of workplace pension and auto-enrolment providers.
Change to dividend taxation: past, present and future
WEBMar 9, 2022 · The first £5,000 of dividend income was covered by a dividend allowance and there was no tax to pay. Dividend income over this allowance was taxed at 7.5 per cent for a basic rate taxpayer, 32.5 ...
Under 30 wealth boss: 'Five-year plan is to get to £1bn mark'
WEBJul 14, 2022 · BRI Wealth Management and its 29-year-old boss are gunning for £1bn in client assets as the firm kicks off a five-year growth plan.
Top 100 Financial Advisers 2021: The top 20 firms - FTAdviser
WEBNov 12, 2021 · It's time for the final part of FTAdviser's Top 100 Financial Advisers 2021, our annual rankings detailing some of the best advisory firms from across the UK.
Quilter may have to pay out as part of FCA ongoing charges
WEBMar 6, 2024 · By Tara O'Connor. Quilter could pay remedial costs after it was one of 20 large firms the regulator wrote to following concerns over ongoing charges for customers. In its preliminary full year ...
How to manage your CPD - FTAdviser
WEBNov 10, 2020 · This must include: nine hours of structured CPD. Alongside this, you will also have to complete a minimum of 35 hours of CPD each year for retail investment activities, of which 21 hours should be ...
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