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PFS launches consumer education website

The Personal Finance Society has launched a consumer education website as part a drive to improve its public profile. Yourmoney provides guidance and tools on issues such as planning for retirement, managing debt and saving and investing. It gives tips on how to avoid investment scams, explains the benefits and costs of regulated advice, and […]

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Record inflows push Axa Elevate to £10bn

Record new money in March has helped push Axa Elevate’s funds under management to £10bn, Axa Wealth’s quarterly results show. The platform saw £534m of new assets in the first quarter of 2015, with funds under management rising 26 per cent year-on-year, from £7.9bn in 2014 to £10bn. An 8 per cent increase in pension […]

Pete Matthew launches paid-for personal finance courses

Jacksons Wealth Management managing director Pete Matthew has launched a website offering paid-for courses on personal finance. Matthew set up financial education site MeaningfulMoney five years ago, which offers videos and podcasts. Its podcasts receive over 500 downloads per day. Matthew has today launched Meaningful University, which is initially offering a four-week online course on […]

Tony Wickenden: Should Help to Buy Isa’s incentive method extend to pensions?

One of the big headline grabbers from last month’s Budget was the Help to Buy Isa. Like pension freedom, a superficially easy concept to present and understand.  Also like pension freedom, however, there is a little bit more detail to get to grips with. The most obviously available further information on the Help to Buy […]

Powerful estate planning tools ignored or forgotten by wealthy Brits

Canada Life IHT Survey 2016 Only a quarter of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than required More than a quarter don’t even have a will and just one in five have gifted money Many say they do not need these tools but families would […]

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