Financial planning
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology
Financial planning | 16 Jan 25
Probate delays surge could be ‘exacerbated’ by pension IHT rule change
Number of probate cases taking over a year to be granted has risen by 134% over the last three years
Financial planning | 15 Jan 25
Savings are ‘top financial concern’ in UAE, says IFGL survey
Younger respondents (18-24 years old) worry much more about savings than any other age group
Financial planning | 10 Jan 25
What does the latest gilt yield spike mean for pensions?
10-year gilt yields are hitting their highest level since the 2007/08 financial crash



