News

Evelyn Partners boosts Scotland expansion with PPM Wealth deal

Your profession

Evelyn Partners boosts Scotland expansion with PPM Wealth deal

A team of eight people from PPM Wealth will join Evelyn Partners

clock 22 June 2023 • 1 min read
Advisers must focus costs on 'human services' not digital shift

Your profession

Advisers must focus costs on 'human services' not digital shift

Delegates told to prioritise face-to-face client interaction over digital spend

clock 22 June 2023 • 1 min read
Govt pledges to improve DB transfer rules after regulation review

Pensions

Govt pledges to improve DB transfer rules after regulation review

2,400 in 290,000 transfers raised an amber flag warning

clock 22 June 2023 • 3 min read
Pensions dashboard delay labelled 'hugely disappointing'

Your profession

Pensions dashboard delay labelled 'hugely disappointing'

The Pensions Dashboards Programme was delayed earlier this month

clock 21 June 2023 • 1 min read
Clients want sustainability labels when investing

Your profession

Clients want sustainability labels when investing

‘A lot of pressure’ on asset managers to provide more ESG labels on funds

clock 21 June 2023 • 2 min read
Two more PFS member directors resign after CII takeover

Your profession

Two more PFS member directors resign after CII takeover

Vanessa Barnes and Gordon Wilson quit over PFS independence ‘concerns’

clock 21 June 2023 • 8 min read
The growing interest in private healthcare: What do advisers need to know?

Protection

The growing interest in private healthcare: What do advisers need to know?

11% of UK workers had accessed private hospital treatments in the past two years

clock 21 June 2023 • 4 min read
Inflation 'a bitter pill to swallow' as stagnant 8.7% recorded for May

Markets

Inflation 'a bitter pill to swallow' as stagnant 8.7% recorded for May

UK is 'suffering from a unique set of circumstances'

clock 21 June 2023 • 1 min read
Perspective inks further four acquisitions and hits carbon neutrality

Your profession

Perspective inks further four acquisitions and hits carbon neutrality

Firms bought up in Cambridgeshire, Yorkshire and Buckinghamshire

clock 21 June 2023 • 1 min read
Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Tax planning

Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Figures are a 13% increase from the £1.1bn collected this time last year

clock 21 June 2023 • 1 min read