Financial planning
How advisers can harness complaints for better customer outcomes
There is still an ‘urgent need’ for firms to improve their handling of complaints
Financial planning | 19 Aug 24
Less than two weeks left to enter the 25th Annual II Awards
The II Awards 2024 entries are live and open for the international financial services industry and advice world until Friday 30th August 2024
WH Ireland withdraws wealth management arm sale as overall revenue falls 19%
During the year a number of potential buyers approached WH Ireland over the purchase of its WM division
CISI names Daniel Ogier-Keltie as Guernsey branch president
He has over ten years of experience in the financial services sector
Financial planning | 9 Aug 24
One in five HNWIs back ‘pension pot for life’, plus rise in annual allowance, ‘tax free’ lump sum
The firm’s fifth Saltus Wealth Index surveyed 2,000 people with assets of £250,000 or more and pension pots worth average of £484,000