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News

Retail manager to adviser: Elizabeth Caley on her priceless journey

Your profession

Retail manager to adviser: Elizabeth Caley on her priceless journey

'Women do not benefit from financial advice in the same way that men do'

clock 26 January 2024 • 3 min read
Craven Street Wealth buys Punter Southall's financial planning arm

Your profession

Craven Street Wealth buys Punter Southall's financial planning arm

Clients will continue with existing advisers

clock 26 January 2024 • 1 min read
Video: PA's top news stories of the week — Treasury collects £5.7bn in IHT; Canada Life; FCA

Investment

Video: PA's top news stories of the week — Treasury collects £5.7bn in IHT; Canada Life; FCA

A look at the biggest stories from the world of the adviser industry this week...

clock 26 January 2024 • 1 min read
Three 'well respected' IFA firms eye automated advice via Multiply AI

Your profession

Three 'well respected' IFA firms eye automated advice via Multiply AI

The firm tells PA it expects a ‘year of growth’ by working with advisers

clock 25 January 2024 • 1 min read
Savers recoup over £38m in overpaid pensions tax in Q4 2023

Your profession

Savers recoup over £38m in overpaid pensions tax in Q4 2023

Total amount of overpaid tax paid out since 2015 is approaching £1.2bn

clock 25 January 2024 • 2 min read
Gen Z turn to 'finfluencers' rather than financial advisers

Your profession

Gen Z turn to 'finfluencers' rather than financial advisers

‘Finfluencer content often lacks sufficient disclosures'

clock 25 January 2024 • 2 min read
Economic strife and longevity drive demand for retirement advice

Pensions

Economic strife and longevity drive demand for retirement advice

Confidence on accessing retirement funds remains low

clock 25 January 2024 • 4 min read
Financial Planning Week: 23% of adults would snub free advice

Your profession

Financial Planning Week: 23% of adults would snub free advice

‘A significant proportion of UK adults aren’t willing to engage with advice’

clock 25 January 2024 • 1 min read
SJP net inflows halve from £9.8bn to £5.1bn over 2023

Investment

SJP net inflows halve from £9.8bn to £5.1bn over 2023

CEO: 'SJP is reviewing all elements of our business.'

clock 25 January 2024 • 1 min read
AJ Bell calls on Jeremy Hunt to introduce 'radical' ISA reform

ISAs

AJ Bell calls on Jeremy Hunt to introduce 'radical' ISA reform

Argued for 'radical, long-term simplification' of ISA framework

clock 25 January 2024 • 2 min read
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