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News

Financial Planning Week: ISAs peaking later than pension average

Pensions

Financial Planning Week: ISAs peaking later than pension average

The average value of an ISA for a saver aged 70-79 is sitting at £175,421

clock 24 January 2024 • 1 min read
Advisers concerned about impact of 'pot for life' pension reforms

Pensions

Advisers concerned about impact of 'pot for life' pension reforms

Hunt’s reforms could have potential impact on employees and employers

clock 24 January 2024 • 3 min read
Canada Life shuts personal pension and onshore bond products

Pensions

Canada Life shuts personal pension and onshore bond products

Provider to focus on offshore bonds and annuity business

clock 23 January 2024 • 2 min read
Adviser fintech partners with Consumer Duty specialist

Regulation

Adviser fintech partners with Consumer Duty specialist

To help funds industry avoid regulatory penalties

clock 23 January 2024 • 1 min read
Woven Advice unveils platform for 'wealth tech eco-system'

Your profession

Woven Advice unveils platform for 'wealth tech eco-system'

Market Map to create eco-system for adoption of tech in advice firms

clock 23 January 2024 • 1 min read
Progeny partners with consultancy to launch next gen advice project

Companies

Progeny partners with consultancy to launch next gen advice project

To design and deliver ‘next generation advice journeys’

clock 23 January 2024 • 1 min read
Treasury collects £5.7bn in IHT receipts ahead of record-breaking year

Tax planning

Treasury collects £5.7bn in IHT receipts ahead of record-breaking year

Receipts are £400m higher than in the same period the previous year

clock 23 January 2024 • 3 min read
Management team completes full buyout of provider @Sipp   

Pensions

Management team completes full buyout of provider @Sipp   

Majority shareholders are Eddie McGuire and Steve Lancaster

clock 23 January 2024 • 2 min read
Financial Planning Week: Fashion industry has best ISA savings

Your profession

Financial Planning Week: Fashion industry has best ISA savings

‘People automatically think C-Suite execs would lead on retirement plans’

clock 23 January 2024 • 1 min read
FCA accuses individual of £19m investment fraud scheme

Your profession

FCA accuses individual of £19m investment fraud scheme

Guy Flintham faces charges of fraud by false representation

clock 23 January 2024 • 1 min read
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