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News

CISI to cut level 6 pension transfers & planning exam after 2025

Your profession

CISI to cut level 6 pension transfers & planning exam after 2025

Number of people choosing to work in this area ‘lower than anticipated’

clock 22 August 2024 • 1 min read
FCA calls on insurers to demonstrate fair value

Regulation

FCA calls on insurers to demonstrate fair value

Firms and senior managers to be held accountable for failings

clock 22 August 2024 • 2 min read
P1 builds out platform to enhance report writing for advisers

Platforms

P1 builds out platform to enhance report writing for advisers

The ‘investment proposal generator’ aims to streamline reporting processes

clock 22 August 2024 • 1 min read
Fairstone completes double buyout deal adding £318m in FUM

Companies

Fairstone completes double buyout deal adding £318m in FUM

Consolidator launches southern hub in Farnborough

clock 22 August 2024 • 1 min read
Adviser platform gross flows hit £20.7bn high but net flows fall

Platforms

Adviser platform gross flows hit £20.7bn high but net flows fall

Outflows reduced advised net flows to just £2.8bn, Fundscape finds

clock 22 August 2024 • 3 min read
Advisers back annuities as sales continue to rise in H1

Income

Advisers back annuities as sales continue to rise in H1

Annuity sales reach £3.6bn in H1 2024, ABI figures show

clock 21 August 2024 • 2 min read
Latest IHT receipts hit £2.8bn ahead of Labour's Autumn Budget

Your profession

Latest IHT receipts hit £2.8bn ahead of Labour's Autumn Budget

'IHT is nipping at the heels of families with modest estates'

clock 21 August 2024 • 2 min read
Tax rises and cuts to public spending lie ahead in Rachel Reeves' Autumn Budget

Your profession

Tax rises and cuts to public spending lie ahead in Rachel Reeves' Autumn Budget

Budget on 30 October

clock 21 August 2024 • 2 min read
Orbis Investments targets wholesale, explores two fund additions

Your profession

Orbis Investments targets wholesale, explores two fund additions

Outgoing UK retail head thanks IFAs for their support amid ‘next phase’

clock 21 August 2024 • 3 min read
Commissioner flags 'inconsistent' FCA restrictions process

Regulation

Commissioner flags 'inconsistent' FCA restrictions process

FCA must set out a clear VREQ policy, FRCC urges

clock 20 August 2024 • 3 min read
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