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News

Tavistock acquires asset manager and moves forward with Saltus advice sale

Companies

Tavistock acquires asset manager and moves forward with Saltus advice sale

Will receive £22m by 2 December

clock 22 November 2024 • 2 min read
Advisers expect regulation to limit time taken on giving advice

Your profession

Advisers expect regulation to limit time taken on giving advice

Industry expects it will constrain their ability to meet demand

clock 22 November 2024 • 2 min read
How retirement planning has transformed over the past 50 years

Pensions

How retirement planning has transformed over the past 50 years

PPI report looks at the move from predictable pensions to personal responsibility

clock 21 November 2024 • 3 min read
FOS pushes ahead with CMCs complaint fee proposals

Your profession

FOS pushes ahead with CMCs complaint fee proposals

Ombudsman writes to the Financial Conduct Authority

clock 21 November 2024 • 2 min read
IHT receipts rise again as government takes £5bn between April and October

Tax planning

IHT receipts rise again as government takes £5bn between April and October

Budget changes to ‘turbocharge’ government tax take

clock 21 November 2024 • 2 min read
Margetts Wealth directors complete management buy-in

Your Business

Margetts Wealth directors complete management buy-in

West Midlands IFA to remain independent and owner-managed

clock 21 November 2024 • 2 min read
More than a third of advisers have not mentioned Consumer Duty to clients

Your profession

More than a third of advisers have not mentioned Consumer Duty to clients

Only about a quarter of advisers have mentioned the regulation to clients

clock 20 November 2024 • 2 min read
ISA reform 'under review' after absence in Budget and Mansion House

Your profession

ISA reform 'under review' after absence in Budget and Mansion House

There are five different types of ISAs available on the market

clock 20 November 2024 • 3 min read
The Penny Group adds £90m of assets with Surrey planning firm buy

Companies

The Penny Group adds £90m of assets with Surrey planning firm buy

Chartered firm snaps up Whiting Financial

clock 20 November 2024 • 2 min read
Half of industry rejects shift to four-day work week

Your profession

Half of industry rejects shift to four-day work week

50% said a four-day work week would not work for them

clock 20 November 2024 • 2 min read
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