Category Archives: press release

Rise in flexi retirement leaving over 65s at risk of paying too much tax

Flexible retirement is boosting the number of older workers, but also leaving many open to higher tax bills and more complicated finances, according to national IFA firm Continuum.

Pandemic has increased awareness of the benefits of financial planning amongst younger generations

The Coronavirus pandemic has helped increase the awareness of the benefits of financial planning amongst younger generations, according to one of our clients national IFA Continuum.

Inflation could lead to a resurgence in popularity of annuities says Continuum

As both state and private pensions begin to fall short of what many pensioners need due to inflation, we may see a growth in the number of financial advisers recommending annuities, according to one of our clients, national financial planning business Continuum.

Three advisers join Continuum as assets under influence and income continue to skyrocket

One of our clients, national financial planning business Continuum has had three new financial advisers join the business as assets under influence and income continue to skyrocket.

Continuum reports £300m increase in net assets for first half of 2021

One of our clients, national financial planning business Continuum has seen net assets increase by £300m in the first half of 2021, an increase of 38% year on year, building on the impressive growth seen by the firm in 2020.

Totus Re welcomes CII call to action

Financial strength of many businesses has been damaged by the apparent absence of insurance to provide protection in the event of a pandemic. Totus Re has welcomed the call from the Chartered Insurance Institute for the industry to establish an approach to pandemics and other systemic risks that clearly sets out the scope of government intervention.