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News

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
Model Office launches adviser AI chatbot to support firms

Your Business

Model Office launches adviser AI chatbot to support firms

Helps advice firms with governance, risk and compliance challenges

clock 22 January 2024 • 1 min read
DB transfer volumes at five-year low despite rising values

Pensions

DB transfer volumes at five-year low despite rising values

XPS finds transfer activity hit record lows despite recovering transfer values

clock 22 January 2024 • 2 min read
Financial Planning Week: Industry myths that need to be busted

Your profession

Financial Planning Week: Industry myths that need to be busted

Financial Planning Week has started and runs until 28 January

clock 22 January 2024 • 7 min read
Defaqto unveils new ratings for AIM and unlisted BR services

Your profession

Defaqto unveils new ratings for AIM and unlisted BR services

This follows Defaqto's acquisition of MICAP in July last year

clock 22 January 2024 • 2 min read
PA Awards 2024: Multi-asset category shortlists revealed!

Investment

PA Awards 2024: Multi-asset category shortlists revealed!

The industry’s best in balanced, high yield, adventurous and cautious funds

clock 22 January 2024 • 2 min read
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