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News

 PA Awards 2026: Adviser Firm of the Year shortlists revealed!

Your profession

PA Awards 2026: Adviser Firm of the Year shortlists revealed!

Celebrating excellence in financial advice

clock 20 November 2025 • 2 min read
Advisers report more clients needing CGT advice after slashed thresholds

Tax planning

Advisers report more clients needing CGT advice after slashed thresholds

Clients needing CGT support doubles to 37%

clock 20 November 2025 • 2 min read
Quilter Cheviot launches personalised decumulation offering

Retirement income

Quilter Cheviot launches personalised decumulation offering

Moving away from ‘traditional off the shelf’ retirement income solutions

clock 20 November 2025 • 2 min read
Providers ramp up prep for 2027 pension IHT changes

Tax planning

Providers ramp up prep for 2027 pension IHT changes

‘We’re working behind the scenes to prepare our systems’

clock 20 November 2025 • 2 min read
Appetite for financial advice increases yet overall take-up rate falls

Your profession

Appetite for financial advice increases yet overall take-up rate falls

Men still more likely to take advice than women

clock 19 November 2025 • 3 min read
Independently East declared failed by FSCS

Regulation

Independently East declared failed by FSCS

Advice firm entered liquidation in 2023

clock 19 November 2025 • 2 min read
 PA Awards 2026: Provider shortlists revealed!

Your profession

PA Awards 2026: Provider shortlists revealed!

Celebrating excellence in supporting financial advisers

clock 19 November 2025 • 2 min read
True Potential Wealth Management names CEO

People

True Potential Wealth Management names CEO

Stuart Dodson succeeds Steve Hutton

clock 19 November 2025 • 2 min read
Cash-focused AJ Bell MPS sees rise in demand as 'clients increasingly need flexibility to invest'

DFM & Model Portfolios

Cash-focused AJ Bell MPS sees rise in demand as 'clients increasingly need flexibility to invest'

The Money Market MPS invests in money market funds, cash, and ultra-short-dated bonds

clock 19 November 2025 • 2 min read
Ageing client bases remain for advisers as they lack strategy for younger investors

Your Business

Ageing client bases remain for advisers as they lack strategy for younger investors

85% do not have a differentiated strategy

clock 19 November 2025 • 1 min read
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