Financial planning

Financial planning | 3 Oct 24

Major life events and milestones prompt 12.5m UK adults to seek financial advice or guidance

The St. James’s Place study surveyed just under 12,000 individuals

Companies | 30 Sep 24

II Awards 2024 voting continues ahead of October 10 event

II Readers/Subscribers votes continue for 25th Annual II Awards 2024

Retirement plan - Reminder of the need for savings for a decent, comfortable old age.

Financial planning | 30 Sep 24

Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals

Only 46% benefited from professional financial advice

Financial planning | 26 Sep 24

CISI joins Financial Planning Standards Board to mark World Financial Planning Day

The eighth annual World Financial Planning Day takes place on 9 October

Financial planning | 25 Sep 24

Governance is the top challenge for family offices, says global research study

The study covered more than 300 family office professionals managing a combined $155bn in assets