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News

Investor appetite diverges by age as Budget worries sour older generations

Your profession

Investor appetite diverges by age as Budget worries sour older generations

Abrdn's Savings Ladder index

clock 25 October 2024 • 3 min read
FCA's non-financial misconduct survey 'highlights opportunity to make a difference'

Your profession

FCA's non-financial misconduct survey 'highlights opportunity to make a difference'

PIMFA to develop guidance in response to regulator’s findings

clock 25 October 2024 • 2 min read
FCA: Advisers urged to address vulnerability to tackle advice gap

Your profession

FCA: Advisers urged to address vulnerability to tackle advice gap

'A trusted wealth and advice industry is vital in helping people feel empowered'

clock 25 October 2024 • 1 min read
Warnings of platform 'crunch' as MPS usage increases

DFM & Model Portfolios

Warnings of platform 'crunch' as MPS usage increases

‘This is something that the regulator should be looking at more’

clock 25 October 2024 • 2 min read
Budget wobbles could be making Brits vulnerable

Tax planning

Budget wobbles could be making Brits vulnerable

Financial advisers have been inundated with Budget questions

clock 25 October 2024 • 3 min read
Number of non-financial misconduct reports in the City spikes in three years

Regulation

Number of non-financial misconduct reports in the City spikes in three years

FCA reveals survey results

clock 25 October 2024 • 4 min read
Majority of clients have remained with the same adviser

Your profession

Majority of clients have remained with the same adviser

Typical relationship with financial adviser lasts around seven years

clock 25 October 2024 • 3 min read
HMRC pays back £44m on overtaxed pension withdrawals

Pensions

HMRC pays back £44m on overtaxed pension withdrawals

‘Outdated’ PAYE system causing headaches for people accessing pots

clock 24 October 2024 • 2 min read
Pension tax rules uncertainty shows 'need to shift retirement planning'

Retirement

Pension tax rules uncertainty shows 'need to shift retirement planning'

Needs to include wider considerations of capital drawdown beyond pensions

clock 24 October 2024 • 2 min read
FOS complaints surge by more than 40% in first half of 2024

Your profession

FOS complaints surge by more than 40% in first half of 2024

The FOS received 133,019 complaints between January 1 and June 30, 2024

clock 24 October 2024 • 2 min read
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