News

Six months until pensions IHT changes: Advisers await Budget clarity

Tax planning

Six months until pensions IHT changes: Advisers await Budget clarity

Advisers urged to refine plans and not rush

clock 07 October 2026 • 5 min read
PlannerPal raises £4.3m to build 'client intelligence layer'

Companies

PlannerPal raises £4.3m to build 'client intelligence layer'

Funding round led by Mercia Ventures

clock 07 October 2026 • 2 min read
Fairstone adds £170m AUM with Sussex financial planner acquisition

Companies

Fairstone adds £170m AUM with Sussex financial planner acquisition

Foundation Financial Planning joins Fairstone after BDO programme

clock 07 October 2026 • 2 min read
FCA annual meeting dominated by whistleblower handling criticism

Regulation

FCA annual meeting dominated by whistleblower handling criticism

After the death of Simon Andriesz

clock 07 October 2026 • 3 min read
SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

Companies

SJP tilts away from corporate bonds and emerging markets in multi-asset rebalance

Increases government bond exposure

clock 07 October 2026 • 2 min read
Sarasin & Partners to join forces with Stellar AM on AIM proposition

Companies

Sarasin & Partners to join forces with Stellar AM on AIM proposition

Firm to retain full investment control

clock 06 October 2026 • 1 min read
Sentiment on the rise but 'calm may not last' as Budget looms

Your profession

Sentiment on the rise but 'calm may not last' as Budget looms

According to Dynamic Planner’s Financial Happiness Index

clock 06 October 2026 • 2 min read
Jupiter Merlin makes 'keystone' changes and cuts charges on Select range to attract advisers

Investment

Jupiter Merlin makes 'keystone' changes and cuts charges on Select range to attract advisers

Two new funds launched

clock 06 October 2026 • 6 min read
Mark Sanderson: Makes sense for FCA to undertake MPS 'health check'

DFM & Model Portfolios

Mark Sanderson: Makes sense for FCA to undertake MPS 'health check'

Consumer Duty has accelerated MPS market as upcoming review looms

clock 06 October 2026 • 3 min read
Fidelity Adviser Solutions extends ZeroKey integration to Intelliflo users

Technology

Fidelity Adviser Solutions extends ZeroKey integration to Intelliflo users

Designed to reach more advisers

clock 06 October 2026 • 2 min read