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News

Advice CEOs point to tech and demand as key growth drivers

Technology

Advice CEOs point to tech and demand as key growth drivers

Regulation and operational efficiency cited as barriers

clock 12 February 2025 • 2 min read
Reeves' tax measures 'weighing heavily' on investors as ISA deadline approaches

ISAs

Reeves' tax measures 'weighing heavily' on investors as ISA deadline approaches

Just 20% have maxed out their allowance

clock 12 February 2025 • 2 min read
'Strong case' for automatic consolidation of small pensions, IFS argues

Pensions

'Strong case' for automatic consolidation of small pensions, IFS argues

Think tank calls on the government to ‘end and reverse’ the proliferation of small pots

clock 12 February 2025 • 4 min read
Annuity sales soar to £7bn in 2024 with more retirees taking advice

Income

Annuity sales soar to £7bn in 2024 with more retirees taking advice

More joint life and inflation-linked policies purchased

clock 12 February 2025 • 3 min read
Dynamic Planner targets annual reviews in latest AI plans for advisers

Technology

Dynamic Planner targets annual reviews in latest AI plans for advisers

Annual review reports to be done in under five seconds

clock 12 February 2025 • 3 min read
MPs warn £5.5bn tax evasion cost could be 'vastly underestimated'

Your profession

MPs warn £5.5bn tax evasion cost could be 'vastly underestimated'

HMRC ‘does not have a clear objective or strategy to tackle the issue’, committee finds

clock 12 February 2025 • 3 min read
Evelyn Partners reports 'all-time-high' AUM of £63bn

Your Business

Evelyn Partners reports 'all-time-high' AUM of £63bn

CEO Geddes flags Budget impact on ‘strong’ Q4

clock 12 February 2025 • 2 min read
CQS blasts 'wasteful' Saba second general meeting and tells shareholders to take no action

Investment Trusts

CQS blasts 'wasteful' Saba second general meeting and tells shareholders to take no action

Trust's board ‘disappointed’ by requisition

clock 12 February 2025 • 2 min read
MPs press FCA and FOS for answers on ombudsman CEO's 'sudden' departure

Regulation

MPs press FCA and FOS for answers on ombudsman CEO's 'sudden' departure

Treasury Committee written to chairs of FCA and FOS about Abby Thomas’ exit

clock 11 February 2025 • 2 min read
Gender pensions gap to 'keep rising' as contribution levels fall

Pensions

Gender pensions gap to 'keep rising' as contribution levels fall

More women are ‘contributing less’ to DC pots, with men having pots double the size

clock 11 February 2025 • 2 min read
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