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News

Treasury rejects Lords' IHT on pensions recommendations

Tax planning

Treasury rejects Lords' IHT on pensions recommendations

Final guidance to be published in Spring 2027

clock 31 March 2026 • 3 min read
FNZ launches 'premium' service offering

Platforms

FNZ launches 'premium' service offering

Takes tiered pricing approach

clock 31 March 2026 • 2 min read
Wren Sterling buys two advice firms

Companies

Wren Sterling buys two advice firms

Adds about £500m in assets

clock 31 March 2026 • 2 min read
FCA looks to protect investment trust minority shareholders against 'conflicts of interest' issues

Investment Trusts

FCA looks to protect investment trust minority shareholders against 'conflicts of interest' issues

Follows 'substantial debate' over regulator's role

clock 31 March 2026 • 2 min read
Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Technology

Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Calm Authority built by financial planners for advisers

clock 30 March 2026 • 3 min read
Protection advisers under 30 report worries about AI use in claims

Protection

Protection advisers under 30 report worries about AI use in claims

More concerned about AI used in claims than underwriting

clock 30 March 2026 • 2 min read
Pension Schemes Bill investment mandation would have had 'serious consequences'

Pensions

Pension Schemes Bill investment mandation would have had 'serious consequences'

Trustees expected to ‘breathe a sigh of relief’ at the House of Lords vote to remove the power

clock 30 March 2026 • 1 min read
Aberdeen Adviser launches trust service on Wrap platform

Estate planning

Aberdeen Adviser launches trust service on Wrap platform

To help advisers deal with the £7trn great wealth transfer

clock 27 March 2026 • 2 min read
London IFA Maseco acquired by US advice firm

Companies

London IFA Maseco acquired by US advice firm

Adds £3bn in assets to Creative Planning

clock 27 March 2026 • 2 min read
FCA consults on increased fees amid AI plans

Regulation

FCA consults on increased fees amid AI plans

Regulator proposes to raise minimum and flat fees by 1%

clock 26 March 2026 • 3 min read
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