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News

Advisers face more FCA scrutiny on 'suspicious' DB transfers

Regulation

Advisers face more FCA scrutiny on 'suspicious' DB transfers

Advisers 'need to be aware' that FCA is keen to collect data

clock 30 August 2023 • 2 min read
Demand for tax-efficient investment advice likely to 'surge'

Tax-efficient Investing

Demand for tax-efficient investment advice likely to 'surge'

Presenting a ‘major’ opportunity for advisers

clock 30 August 2023 • 1 min read
Pension holders lack confidence in Jeremy Hunt as chancellor

Your profession

Pension holders lack confidence in Jeremy Hunt as chancellor

Savers say the government lacks a clear strategy for improving outcomes

clock 30 August 2023 • 1 min read
Digital wealth manager Moneyfarm sees H1 AUM grow 15% to £2.6bn

Companies

Digital wealth manager Moneyfarm sees H1 AUM grow 15% to £2.6bn

Released half-year results to end of June

clock 30 August 2023 • 1 min read
Gender investment gap: Only 35% of young investors are women

Your profession

Gender investment gap: Only 35% of young investors are women

Figures show the gender investment gap ‘hurts’ long term wealth

clock 29 August 2023 • 1 min read
FCA restrictions placed on Raymond James Investment Services

Regulation

FCA restrictions placed on Raymond James Investment Services

FCA restrictions imposed from 16 August

clock 29 August 2023 • 1 min read
One in ten unaware of their retirement income levels

Your profession

One in ten unaware of their retirement income levels

A quarter of workers not confident about planning for retirement

clock 29 August 2023 • 2 min read
Rising annuity rates result in DB transfer compensation cuts

Income

Rising annuity rates result in DB transfer compensation cuts

Rate rises mean people can secure a higher retirement income

clock 29 August 2023 • 1 min read
Quilter widens reach with MPS availability on three platforms

Your profession

Quilter widens reach with MPS availability on three platforms

Number of adviser platforms featuring Quilter Cheviot's MPS reach 15

clock 29 August 2023 • 1 min read
Advisers urged to 'step out of comfort zone' and adopt technology

Your profession

Advisers urged to 'step out of comfort zone' and adopt technology

Advice firms can expect to be ‘further impacted by AI in the next five years’

clock 25 August 2023 • 1 min read
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