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News

Advice firms move away from generic platforms as customisation gains momentum

Your profession

Advice firms move away from generic platforms as customisation gains momentum

Advisers increasingly favour branded and customised platform models

clock 13 February 2025 • 2 min read
FCA's targeted support risks infringing on advice - PIMFA

Regulation

FCA's targeted support risks infringing on advice - PIMFA

Targeted support must not step on financial advice’s toes, trade body warns

clock 13 February 2025 • 5 min read
Benchmark Capital snaps up advice firm Robertson Baxter

Companies

Benchmark Capital snaps up advice firm Robertson Baxter

Adds £200m in assets to the network

clock 13 February 2025 • 2 min read
WBR Group acquires £403m SSAS book from Standard Life

Pensions

WBR Group acquires £403m SSAS book from Standard Life

Administered SL's SSAS book for more than 20 years

clock 13 February 2025 • 1 min read
Lumin Wealth adds £50m in AUM with latest acquisition deal

Your profession

Lumin Wealth adds £50m in AUM with latest acquisition deal

Bought Reading-based Professional Financial Centre

clock 13 February 2025 • 1 min read
Advice CEOs point to tech and demand as key growth drivers

Technology

Advice CEOs point to tech and demand as key growth drivers

Regulation and operational efficiency cited as barriers

clock 12 February 2025 • 2 min read
Reeves' tax measures 'weighing heavily' on investors as ISA deadline approaches

ISAs

Reeves' tax measures 'weighing heavily' on investors as ISA deadline approaches

Just 20% have maxed out their allowance

clock 12 February 2025 • 2 min read
'Strong case' for automatic consolidation of small pensions, IFS argues

Pensions

'Strong case' for automatic consolidation of small pensions, IFS argues

Think tank calls on the government to ‘end and reverse’ the proliferation of small pots

clock 12 February 2025 • 4 min read
Annuity sales soar to £7bn in 2024 with more retirees taking advice

Income

Annuity sales soar to £7bn in 2024 with more retirees taking advice

More joint life and inflation-linked policies purchased

clock 12 February 2025 • 3 min read
Dynamic Planner targets annual reviews in latest AI plans for advisers

Technology

Dynamic Planner targets annual reviews in latest AI plans for advisers

Annual review reports to be done in under five seconds

clock 12 February 2025 • 3 min read
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