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News

Canada Life links with Zedra to launch trust service

Tax planning

Canada Life links with Zedra to launch trust service

Service to ‘relieve the onerous requirements for advisers’

clock 23 May 2023 • 1 min read
Rising IHT receipts should be 'wake-up call' to take tax advice

Tax planning

Rising IHT receipts should be 'wake-up call' to take tax advice

‘More good news for the Treasury’ as April nets £0.6bn

clock 23 May 2023 • 2 min read
Abrdn reveals platform overhaul to better serve advisers

Wrap/platforms

Abrdn reveals platform overhaul to better serve advisers

AdviserOS to take ‘less is more’ approach and prioritise service

clock 23 May 2023 • 2 min read
Advice work around DB transfers plummets by 59% in five years

Pensions

Advice work around DB transfers plummets by 59% in five years

Latest findings from Aegon and NextWealth on the retirement market

clock 22 May 2023 • 1 min read
FCA urges advice firms to take collaborative action in tackling fraud

Your profession

FCA urges advice firms to take collaborative action in tackling fraud

Regulator emphasises urgency for firms to safeguard clients and combat fraud

clock 22 May 2023 • 1 min read
PA Working Lunches: Last chance to join us live in Norwich

Investment

PA Working Lunches: Last chance to join us live in Norwich

Join us for lunch and an informative session worth one hour of CPD

clock 22 May 2023 • 1 min read
Consumer Duty: How to consider the vulnerable client's experience

Consumer Duty

Consumer Duty: How to consider the vulnerable client's experience

Research breaks down ideas and tactics advice firms can implement

clock 22 May 2023 • 1 min read
M&G Wealth launches full PruFund range on its platform

Investment

M&G Wealth launches full PruFund range on its platform

'Gives advisers greater flexibility and wider choice'

clock 22 May 2023 • 1 min read
Majority of IFAs fear shortage of new talent to cope with demand

Your profession

Majority of IFAs fear shortage of new talent to cope with demand

Concerns around the shortage of new entrants to the profession

clock 22 May 2023 • 1 min read
FCA catches firm offering compensation of £50 to BSPS victims

Regulation

FCA catches firm offering compensation of £50 to BSPS victims

Regulator has come down hard on Welsh advisory firm David Stock & Co

clock 22 May 2023 • 1 min read
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