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News

Smoothed funds set to be a 'bigger asset class for the advice market'

Investment

Smoothed funds set to be a 'bigger asset class for the advice market'

‘An attractive low-risk solution for retirees’

clock 25 November 2024 • 3 min read
AJ Bell CEO cautions chancellor over proposed pension IHT changes

ISAs

AJ Bell CEO cautions chancellor over proposed pension IHT changes

Michael Summersgill wrote to the Treasury over Budget shake-up

clock 25 November 2024 • 3 min read
MKC Wealth makes double IFA acquisition

Companies

MKC Wealth makes double IFA acquisition

Both firms have been acquired for an undisclosed sum

clock 25 November 2024 • 2 min read
Barclays fined £40m over 2008 capital raising conduct

Regulation

Barclays fined £40m over 2008 capital raising conduct

Fine relates to failure to disclose certain arrangements with Qatari entities

clock 25 November 2024 • 2 min read
Advisers call for new products to tackle retirement planning challenges

Retirement

Advisers call for new products to tackle retirement planning challenges

Retirement products ‘don’t meet modern needs’

clock 25 November 2024 • 3 min read
FCA: Most firms unable to meet bereavement claims performance levels

Your profession

FCA: Most firms unable to meet bereavement claims performance levels

Call for improved bereavement handling times

clock 22 November 2024 • 3 min read
ETF providers launch unlisted share classes to tackle slow MPS adoption

Your profession

ETF providers launch unlisted share classes to tackle slow MPS adoption

Technological and cost barriers

clock 22 November 2024 • 5 min read
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
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