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New adviser roadshows focus on delivering income in retirement

Canada Life is launching a new series of regional adviser roadshows headlined by leading industry commentator Tony Wickenden. Held in prestigious venues around the UK in September and October, the roadshows focus on ways to deliver high levels of tax free income in retirement using a range of product wrappers and utilising all available tax […]

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Mattioli Woods claims DB transfer exit won’t hurt profits

National IFA Mattioli Woods says its withdrawal from the defined benefit transfer market is not “expected to be material” on the group’s bottom line. Results published today show revenue increased from £50.5m to £58.7m, up 16.2 per cent, for the year ended 31 May. New business was generated by the firm’s consultancy team, with over […]

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SJP investigates independence claims made by adviser

Restricted national firm St James’s Place is looking into why one of its partners told a prospective client he provides independent advice. In an email to a business owner seen by Money Marketing, an SJP adviser offers his advice services, and states he has a long history of being an independent financial planner. He states he has helped similar […]

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ONS figures show number of savers at record high

More people than ever are now saving for retirement through occupational pension schemes. The number of savers rose 12 per cent from £13.5 million to £15.1 million in 2016, according to Office for National Statistics data. Active membership of defined contribution pension schemes increased to 7.7 million from 6.4 million two years ago. The survey […]

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