Retirement
Just 20% of pre-retirees sought advice for later life plans
Unprepared Brits ‘will be faced with a series of shocks over the years to come’
Carey Pensions appeal rejected by UK Supreme Court
Decision will ‘have implications for the financial services industry’
Investment manager unveils estate planning service
Clients want ‘capital protection, steady returns, immediate IHT effectiveness and low costs’
Fintech firm to bolster IFA offering with £6m investment
Participants in the funding round included global wealth management platform FNZ
Moneybox to offer financial planning services after £35m backing
Investors in latest funding round included Fidelity International and Polar Capital