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News

Vulnerability taboos deterring clients from seeking additional adviser support

Your profession

Vulnerability taboos deterring clients from seeking additional adviser support

Industry needs to ‘reshape the dialogue’ around vulnerable clients

clock 14 November 2024 • 3 min read
Matthew Hill: A PFS/CII split is possible but would hurt members

Your profession

Matthew Hill: A PFS/CII split is possible but would hurt members

CII CEO says it would not be easy for PFS to break away

clock 14 November 2024 • 2 min read
Chancellor to create DC 'megafunds' in Mansion House growth bid

Pensions

Chancellor to create DC 'megafunds' in Mansion House growth bid

Chancellor to unveil ‘biggest pension reforms in decades’

clock 14 November 2024 • 3 min read
Advisers shift focus on retirement portfolios amid regulatory scrutiny

Your profession

Advisers shift focus on retirement portfolios amid regulatory scrutiny

Use of centralised retirement propositions almost doubles following thematic review

clock 14 November 2024 • 2 min read
Lack of retirement confidence gives advice industry opportunity to show value

Retirement income

Lack of retirement confidence gives advice industry opportunity to show value

‘We need to shout louder about the work advisers and planners do’

clock 14 November 2024 • 3 min read
Advisers face surge in demand as more deaths set to trigger IHT charge

Tax Planning

Advisers face surge in demand as more deaths set to trigger IHT charge

Proportion of deaths subject to IHT will rise from 5.1% to 9.5% by 2029/30

clock 14 November 2024 • 2 min read
FCA admits there could have been better handling of name and shame proposals

Your profession

FCA admits there could have been better handling of name and shame proposals

Update on proposals due next week

clock 13 November 2024 • 3 min read
Pensions dashboards could leave savers at risk of 'poorly informed' transfers

Pensions

Pensions dashboards could leave savers at risk of 'poorly informed' transfers

Research finds two-fifths of savers likely to use dashboards to carry out a pension transfer

clock 13 November 2024 • 3 min read
Tatton AM launches range of passive funds as AUM surpasses £20bn

Investment

Tatton AM launches range of passive funds as AUM surpasses £20bn

Net flows double from last year

clock 13 November 2024 • 1 min read
PFS Conference 2024: Advisers must put culture before cash when selling up

Your Business

PFS Conference 2024: Advisers must put culture before cash when selling up

‘Important to take control of your exit planning’

clock 13 November 2024 • 3 min read
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