The Financial Vulnerability Taskforce has called on the independent Commission on Adult Social Care to investigate how immediate needs annuities could help fund later-life care.

High net worth investors say Government policy and taxation is the single biggest threat to their wealth, according to survey of UK investors with over £1m of investible wealth.

Platform engine FNZ has agreed to sell its German banking arm FNZ Bank to Advent as part of a restructure to focus on its core wealth management technology business.

Aviva Platform and Quilter Investment Platform received over half (57%) of all recommendations made to the top 10 adviser platforms in the first half of 2026, according to data from users of Defaqto's Financial Planning system.

Financial Planner Foster Denovo has made its first acquisition of 2026 by expanding its North East footprint with the acquisition of a £53m AUM/A financial adviser firm.

The FCA’s Upper Tribunal, a court of appeal, has upheld the regulator’s decision to ban financial advisers Richard Fenech and Heather Dunne from working in financial services. 

Quilter has introduced index-linked gilts as a dedicated asset class within its Cirilium portfolios following an optimisation of its strategic asset allocation.

New figures from HMRC reveal that the tax authorities collected £164m in pension annual allowance charges last year, with one expert warning that more high-earners are being "caught out" by the charge.

The Chartered Insurance Institute (CII) has awarded Corporate Chartered status to 10 Financial Planning firms and one insurance broker in the first half of 2026.

London-based Chartered Financial Planner First Wealth has today launched a donor-advised charity fund to establish a framework for the firm’s philanthropy.