A new partnership between retirement specialist Just Group and consumer group Which? will see Which? members offered a savings and retirement service.
HMRC has agreed to exempt pension administration professionals from new requirements requiring ‘tax advisers’ who interact with HMRC on behalf of clients to register with HMRC and meet new minimum standards from 1 April.
Proposed pension reforms included in next week’s Budget will create chaos and put bereaved families and ordinary people at financial risk, according to STEP, the global professional body for trust and estate practitioners.
The number of ISA millionaires has soared to a record high of 5,070, the latest annual figures show.
UK financial advisers are prioritising diversification in client portfolios as they take on a more cautious outlook for markets, new research suggests.
Over nine in 10 (95%) consumers receiving ongoing financial advice say it helps them reach and stay on track with their goals, according to new research from wealth manager St James’s Place.
Two thirds (68%) of clients view advice as providing 'good' or 'excellent' value for money, a rise from 53% in 2022, according to a new report.
Surrey-based financial adviser Independently East Limited (FRN 488046) has been declared in default today by the Financial Services Compensation scheme.
Stuart Dodson has been appointed CEO of True Potential Wealth Management.
Revenues generated by retail investment intermediaries increased by 6% in 2024 to £5.7bn (2023: £5.3bn).
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