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News

FCA considers split fee-blocks for principal firms

Your profession

FCA considers split fee-blocks for principal firms

New consultation paper on regulatory fees and levies for 2024/25

clock 21 November 2023 • 4 min read
Majority of Brits do not see benefit of advisers despite inflation

Your profession

Majority of Brits do not see benefit of advisers despite inflation

The majority (83%) do not see the benefit of seeing an adviser

clock 21 November 2023 • 1 min read
Investment IQ: 'Higher for longer' and dodging a recession brings risks

Investment

Investment IQ: 'Higher for longer' and dodging a recession brings risks

Join our sister site Investment IQ for the latest investment intelligence

clock 21 November 2023 • 2 min read
Average annuity rates continue to rise during third quarter

Pensions

Average annuity rates continue to rise during third quarter

Rates continue to remain ‘well above’ historic low levels

clock 21 November 2023 • 3 min read
Unauthorised Swiss firm targeting UK clients, FCA warns

Your profession

Unauthorised Swiss firm targeting UK clients, FCA warns

FCA issues warning about Lancy-based Fidelis Wealth Management

clock 21 November 2023 • 1 min read
IHT receipts up 12% year-on-year ahead of Autumn Statement

Your profession

IHT receipts up 12% year-on-year ahead of Autumn Statement

Inheritance tax receipts ‘demonstrate need for financial planning’

clock 21 November 2023 • 3 min read
Cost of living crisis has not changed endgame plans, industry claims

Your Business

Cost of living crisis has not changed endgame plans, industry claims

Majority of respondents have not changed their endgame plan outlook

clock 20 November 2023 • 1 min read
St James's Place changes managers and reduces fees for two funds

Investment

St James's Place changes managers and reduces fees for two funds

Balanced Managed and Continental European face changes

clock 20 November 2023 • 1 min read
Novia founder and former CEO Bill Vasilieff dies aged 68

Your profession

Novia founder and former CEO Bill Vasilieff dies aged 68

Vasilieff came out of retirement to chair Soderberg & Partners this year

clock 20 November 2023 • 1 min read
Defaqto unveils EIS and VCT ratings on back of MICAP deal

Your profession

Defaqto unveils EIS and VCT ratings on back of MICAP deal

Star and Diamond ratings following its MICAP acquisition this year

clock 20 November 2023 • 1 min read
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