Personal Finance Society president Paul Lothian started his financial services career at the age of 17 when, struggling for a big break in the music business, he joined his parents’ Dundee insurance brokerage as an office junior.
By Sarah Scott, marketing consultant You might think the question in the title is a strange one. Perhaps even more so when you learn that it’s one of several asked as part of an assessment for Employment Support Allowance eligibility in the opening scenes of the 2016 film, ‘I, Daniel Blake’. Daniel is a carpenter […]
Investors in drawdown have experienced positive returns since the pension freedoms started despite big swings in certain asset classes, Aegon research says. The analysis of Morningstar Direct data produced by Aegon looks at an individual with a £400,000 pension pot taking a £20,000 annual income from day one of the pension freedoms. Aegon then tracked […]
The FCA will exclude the rules around defined benefit pension transfers in its review to assess the effectiveness the RDR and the Financial Advice Market Review within the industry. In an update today on its May call for input, the regulator says it will also leave out potential changes on the funding of the Financial Services […]
Clients have been increasingly asking advisers about the impact a potential change of government could have on their finances, a survey by Royal London has found. In the last two years, nine in ten pension advisers said clients have approached them to discuss the topic. The biggest areas of concerns include estate planning and inheritance […]