Boring Money

Nutmeg brand replaced with JP Morgan Personal Investing

‘Firms cannot afford to be complacent about the threat of intergenerational transfers’

FCA rules are expected in late 2025

'This does not compete with financial advice. It's an early stepping stone on the advice journey'

Perceived need for financial advice has fallen, Boring Money report finds

Treatment of vulnerable clients continues to be on regulator’s radar

'The Autumn Budget has caused confusion'

Bringing pensions into the IHT scope the main catalyst

Only 13% of individuals received financial advice regarding pensions in last 12 months

Vulnerability support said to be a key advice hurdle