FT Adviser
@ftadviser.com
Posts from the editorial team behind the multi-award-winning website - covering everything that's relevant to UK financial advisers and their wider market.
Almost half of Gen X fear they have left retirement planning too late https://www.ftadviser.com/content/6133fc31-46fd-43eb-a493-c70a3269d5e0
Almost half of Gen X fear they have left retirement planning too late
Generation X is struggling more than any other generation to picture their retirement, with 11 per cent unable to imagine life after work, according to research by PensionBee.
ftadviser.com
Call for ‘more proportionate approach’ to first year of VFM framework https://www.ftadviser.com/content/9aabea29-d7fc-4cfe-9b5b-33d778e04c8f
Call for ‘more proportionate approach’ to first year of VFM framework
Premature implementation of the value for money framework could result in “unintended consequences”, Aegon has warned.
ftadviser.com
More than half of savers have 3 months or less in emergency funds https://www.ftadviser.com/content/c67dc176-968b-4e57-9232-c05a8a6bfb66
More than half of savers have 3 months or less in emergency funds
More than half of savers (57 per cent) with emergency money set aside could cover only three months of essential costs or less, despite 59 per cent of savers having a dedicated emergency pot, research from LHV Bank has found.
ftadviser.com
Why a father-daughter mortgage firm split with network after 20 years https://www.ftadviser.com/content/6c44af31-02af-49f6-8bc9-44495c2247f8
Why a father-daughter mortgage firm split with network after 20 years
A father-daughter mortgage business has moved away from a broker network after nearly 20 years to take control of their own firm.
ftadviser.com
Evergreen welcomes first intake of 6 self-employed financial planners https://www.ftadviser.com/content/e5844768-00bb-4fbc-83e6-882ae96363ed
Evergreen welcomes first intake of 6 self-employed financial planners
Evergreen has welcomed its first group of self-employed financial planners, with six individuals joining from a range of financial services backgrounds.
ftadviser.com
SPP backs VFM framework but warns against ‘box-ticking’ https://www.ftadviser.com/content/f6950cd9-dd51-4490-a173-2ed60e14f490
SPP backs VFM framework but warns against ‘box-ticking’
The Society of Pension Professionals has backed the latest set of proposals for the Financial Conduct Authority’s Value for Money framework, calling for its proportionate implementation.
ftadviser.com
Loan firm credits HR head as paraplanners move into advice https://www.ftadviser.com/content/640bb6e3-ba28-4027-ac8c-4c5f32bac89d
Loan firm credits HR head as paraplanners move into advice
Loans Warehouse has progressed members of its paraplanning team into roles in advice, underwriting and management, crediting its head of human resources and recruitment with the change.
ftadviser.com
Mirabaud hires former Aviva duo for launch of global equity fund https://www.ftadviser.com/content/2d9d559b-4795-437f-a072-6c74e05726d5
Mirabaud hires former Aviva duo for launch of global equity fund
Giles Parkinson and Will Ballard, who worked together at Aviva Investors, are launching a global equity strategy for Mirabaud, the Swiss bank and asset manager.
ftadviser.com
Technical Connection’s Wickenden unveils support services firm https://www.ftadviser.com/content/129a1c09-30a6-42ac-b0d7-b1c0210e4ddf
Technical Connection’s Wickenden unveils support services firm
Founder of Technical Connection, Tony Wickenden, has joined forces with Phillip Wickenden, Simon Collins and Jamie Dunkley to launch The 3rd Act, a support services firm for advisers.
ftadviser.com
CII unveils new measures to promote the profession as a career https://www.ftadviser.com/content/855b2cb2-d2ff-44f2-b0f9-b2e5708d6063
CII unveils new measures to promote the profession as a career
A working group of financial planning professionals has presented a new set of initiatives to the Chartered Insurance Institute to raise awareness of financial planning as a career and support young people into the profession.
ftadviser.com
Firms should help younger advisers gain clients to help them succeed https://www.ftadviser.com/content/f57ac7ec-cadc-45ab-8fcb-8f067c6da0d9
Firms should help younger advisers gain clients to help them succeed
Firms should ensure younger advisers are provided with clients to help them gain better experience, according to Jake Crossley, an IFA at Phil Anderson Financial Services.
ftadviser.com
Financial happiness reaches highest level in 2 years, Dynamic Planner finds https://www.ftadviser.com/content/2948581f-0576-4955-b89e-311007c79d62
Financial happiness reaches highest level in 2 years, Dynamic Planner finds
Dynamic Planner’s Financial Happiness Index reached a two-year high in August as a result of steadier rates, falling oil prices and a possible ‘Burnham bounce’.
ftadviser.com
Protection industry must rethink the age 65 cut-off as Britain’s needs change https://www.ftadviser.com/content/2a855ede-f1e9-4196-a009-4f42f0fc5467
Protection industry must rethink the age 65 cut-off as Britain’s needs change
Income protection policies that cut off at age 65 may no longer be fit for purpose, as the needs of UK insurance customers are changing.
ftadviser.com
‘Soul-sucking’: how young people feel about their prospects in the UK https://www.ftadviser.com/content/5207f215-3043-4843-8ec2-16f469b4b859
‘Soul-sucking’: how young people feel about their prospects in the UK
ftadviser.com
ABI publishes guide to help firms support clients experiencing abuse https://www.ftadviser.com/content/bc8daa79-0c0f-4590-81a3-5368ae17a8c7
ABI publishes guide to help firms support clients experiencing abuse
The Association of British Insurers has published two guides in collaboration with charities to help the profession better support people experiencing economic and domestic abuse.
ftadviser.com
Trio of industry veterans launch fund ratings business aimed at advisers https://www.ftadviser.com/content/3a5bea02-ec1f-4d20-bb98-c217a3e8f27b
Trio of industry veterans launch fund ratings business aimed at advisers
A trio of fund buyers are launching a fund ratings business as they believe there is a “gap in the market” to offer such a service to financial advisers.
ftadviser.com
Lang Cat’s Analyser tool adds Star data https://www.ftadviser.com/content/3d5f58de-cbda-4146-a4ff-2c8b7bd8b72a
Lang Cat’s Analyser tool adds Star data
Star, the cross-industry accreditation for transfer performance across pensions, savings and investments, has been added to the Lang Cat’s Analyser tool.
ftadviser.com
SJP closes support unit Technical Connection to non-members https://www.ftadviser.com/content/20a611a4-20ff-4a5b-af68-c82c73b8c508
SJP closes support unit Technical Connection to non-members
St James’s Place is to close Technical Connection from March 2027 for those who are not SJP members.
ftadviser.com
Advice firms oblivious to AI trends risk being ‘massively disrupted’ https://www.ftadviser.com/content/6227d80e-07da-44ed-ad63-30feeba0b305
Advice firms oblivious to AI trends risk being ‘massively disrupted’
Advice firms that are not paying attention to trends in AI risk being “massively disrupted”, Humans vs Retirement CEO, Dan Haylett, has warned.
ftadviser.com
Who has made the shortlist for the best business support service to advisers? https://www.ftadviser.com/content/3855f4df-8057-4a24-8c1a-ff4dc49a77a2
Who has made the shortlist for the best business support service to advisers?
Who is on the shortlist for the self-submit categories in the 2026 Financial Adviser Service Awards?
ftadviser.com
Asset managers confident in AI data despite accuracy concerns https://www.ftadviser.com/content/86defbfc-5888-4a72-bb2d-c0d790679df4
Asset managers confident in AI data despite accuracy concerns
Asset managers are broadly confident in the quality of the data being used to train artificial intelligence models deployed in their organisations, despite concerns about accuracy and reliability, research from Clearwater Analytics has found.
ftadviser.com
Higher bond yields mean most bad news is ‘priced in’ to equity markets https://www.ftadviser.com/content/63c8fc12-ab65-4adf-951d-b13185d88ff5
Higher bond yields mean most bad news is ‘priced in’ to equity markets
It was rather inevitable that higher bond yields would bring disruption to equity markets, but the gamut of issues that have driven valuations lower in weeks may now be reflected in prices.
ftadviser.com
Govt to bring forward climate amendments to financial services bill https://www.ftadviser.com/content/b84bf4bd-07ce-43b2-b2e5-a2b26b4c7ff4
Govt to bring forward climate amendments to financial services bill
The “existential crisis” of climate change was discussed by the House of Lords in its scrutiny of the financial services and markets bill.
ftadviser.com
