The FCA is actively looking at whether pensions can be used to invest across a broader risk spectrum, using the example of ...

Intergenerational wealth is a big factor when it comes to identifying who may be at risk of living in pensioner poverty, ...

Social media is a powerful tool for advisers, offering opportunities to engage with clients, build credibility, remain ...

Fairstone has launched a managed portfolio service range in partnership with JP Morgan Asset Management. The Nova MPS will provide institutional-grade investment capabilities to retail clients at a ...

A HMRC system which leads to some pensioners being overtaxed is set to be overhauled after years of campaigning.

There is still a “huge amount” of client money invested in with-profits funds, according to AKG’s annual reports on the investments.

Inheritance tax receipts for April to December 2024 reached £6.3bn, a £0.6bn rise compared to the same period last year.

A good practice guide for advisers about economic abuse and life insurance has been published by the Personal Finance Society ...

Quilter has come out on top as the most recommended adviser platform for value, according to Defaqto. The firm was closely ...

Efficient and well-designed income solutions are currently the “biggest gap” in the retirement market, according to an ...

After receiving approval from the European Commission in August 2024 to prolong the venture capital and Enterprise Investment ...

Advisers have warned the Land Registry staff’s industrial action over office working will add chaos to an already precarious ...