SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.
Read more ...Mid-sized advice firms turning to customised platforms – report
- Thursday, 13 February 2025
- Articles

Financial advice firms with between 6 and 50 advisers are increasingly adopting customised platform models, according to new research.
Read more ...Number of Certified Financial Planners tops 230,000
- Thursday, 13 February 2025
- Articles

The number of global Certified Financial Planner (CFP) professionals passed 230,000 for the first time in 2024, latest data shows.
Read more ...Lumin Wealth acquires Berks Financial Planner firm
- Thursday, 13 February 2025
- Articles

Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).
Read more ...Number of advisers buying gilts for clients surges
- Wednesday, 12 February 2025
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The number of adviser gilt purchases through AJ Bell Investventre’s gilt dealing service increased by 436% in 2024.
Read more ...Softening of non-dom crackdown fails to stem wealth exodus
- Wednesday, 12 February 2025
- Articles

Proposals for softening the Budget crackdown on non-dom individuals have failed to reverse the wave of departures of wealthy people from the UK, according to a new report.
Read more ...Annuity sales boom expected to continue into 2025
- Wednesday, 12 February 2025
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We can expect the robust growth of annuities in 2024 to continue this year, with another potentially record year for sales possible, according to industry commentators.
Read more ...Jump in annuity buyers taking advice as market soars
- Wednesday, 12 February 2025
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Sales of pension annuity contracts jumped 24% in 2024 to 89,600, according to new data from the Association of British Insurers (ABI).
Read more ...Evelyn Partners AUM hits record £63bn
- Wednesday, 12 February 2025
- Articles

Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.
Read more ...MPs ask FCA to clarify its role in shock FOS exits
- Tuesday, 11 February 2025
- Articles

MPs on the influential Treasury Committee have today called on the FCA to explain its role in the shock departures of the Financial Ombudsman CEO and chair over the past few days.
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