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News

Annuity usage back on the decline despite 2023 hot market

Pensions

Annuity usage back on the decline despite 2023 hot market

Retirees using annuities has dropped from 19% last year to 17% this year

clock 20 October 2023 • 1 min read
Adviser's discrimination case against FCA thrown out over lack of evidence

Your Business

Adviser's discrimination case against FCA thrown out over lack of evidence

‘How can the industry flourish when there is so much red tape?’

clock 19 October 2023 • 3 min read
Disability significantly impacts pension participation

Pensions

Disability significantly impacts pension participation

Only 58% of people who say they have a disability have a pension pot

clock 19 October 2023 • 1 min read
Govt rebuffs Treasury Committee call for major tax relief review

Tax planning

Govt rebuffs Treasury Committee call for major tax relief review

Wide-ranging review not ‘effective use of limited resources’

clock 19 October 2023 • 1 min read
Financial advice good for confidence but high costs still restrict access

Your profession

Financial advice good for confidence but high costs still restrict access

Only 5% of respondents reported seeing a financial adviser regularly

clock 19 October 2023 • 1 min read
Tatton AM assets jump nearly 8% on the back of £900m inflows

Investment

Tatton AM assets jump nearly 8% on the back of £900m inflows

Latest trading statement sees 21% year-on-year AUM rise

clock 19 October 2023 • 1 min read
Advice firm Emergenzz launches to boost new adviser diversity

Your profession

Advice firm Emergenzz launches to boost new adviser diversity

Training those from diverse backgrounds and Gen Z

clock 19 October 2023 • 1 min read
AJ Bell sees £4.2bn net platform inflows against 'challenging' backdrop

Wrap/platforms

AJ Bell sees £4.2bn net platform inflows against 'challenging' backdrop

Platform reported record AUM of £70.9bn

clock 19 October 2023 • 2 min read
Lack of female advisers yet women set to hold 60% of wealth in 2025

Your profession

Lack of female advisers yet women set to hold 60% of wealth in 2025

Female financial advisers make up just 16% of the total market

clock 19 October 2023 • 1 min read
Mercer commits to UK advisers with improved investment offering

Companies

Mercer commits to UK advisers with improved investment offering

Sebastian Maciocia appointed as director of UK wealth management

clock 18 October 2023 • 1 min read
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