Tag: retirement planning

Retirable, a retirement platform tailored for middle-income Americans, has secured $10m in a Series A funding round to expand its reach and enhance its smart retirement planning tools.

The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.

In an era where regulatory scrutiny is intensifying, Wealth Management firms are under pressure to ensure their retirement planning processes are not only precise but also align with client needs as stipulated by the Financial Conduct Authority (FCA).

As 2025 unfolds, the wealth management sector finds itself at a pivotal moment, shaped by global economic shifts, technological advancements, and evolving investor expectations. A combination of geopolitical uncertainty, demographic changes, and digital transformation is forcing firms to reassess their strategies to remain competitive in an increasingly complex environment.

PensionBee, a leading provider in the consumer retirement market, has announced a new partnership with ClearScore, a financial marketplace focused on improving users’ financial wellbeing.

Questal, a pioneer in the financial wellness arena, recently completed a significant milestone in its growth trajectory. Known for its innovative approach to personal finance,...

Questal, a financial technology company and the parent of financial wellness provider Questis, has secured $3.2m in a Seed Series funding round.

Retirement marks a significant transition in life, shifting from peak earnings to financial dependence on savings and pensions.

The UAE’s recent End of Service Gratuity Reform represents a significant step towards modernising employee benefits and retirement planning for private sector and free zone employees.

The initial stages of financial planning often receive significant focus in both digital and traditional advisory services. However, once a prospect becomes a client, ongoing engagement tends to diminish. This lack of interaction can leave clients feeling disconnected, resulting in missed opportunities for both the client and the wealth manager.