Advisers say inconsistency of service standards is the biggest problem with switching pension funds to a new provider.

Professionals may sometimes need to make a decision where the right course of action is not immediately clear. To help ...

Just 39 per cent of clients recall having protection conversations with their advisers, research from the Association of ...

Every year people make irrational decisions on pensions just because of pre-Budget rumours. Pensions are an 80-year project; ...

Nationwide and TSB have announced further cuts to their mortgage rates to some of the cheapest since the 2022 Budget. From ...

Obtaining a grant of probate is no longer a quick process, and there is an increasing number of reports of some estates ...

Personal representatives having to be responsible for paying inheritance tax “is a disaster waiting to happen”, Baroness Ros ...

M&G has seen assets under management grow to £365bn in the third quarter of 2025, a £10bn increase on the previous quarter.

When the Personal Finance Society’ s New Generation cohorts met for the first time at the start of the month, I expected the usual polite introductions and cautious optimism.

Plannex has launched a digital learning platform which will include study texts. Plannex Training is designed to help ...

A mortgage prisoner couple have filed an application notice to London’s Court of Appeal, civil division. According to the ...

Moy’s comments follow an announcement from Nationwide that it is offering interest only to first-time buyers and will accept ...