Clients of Hartley Pensions held a protest outside the High Court this week as the saga following the collapse of the SIPP provider in 2022.
Read more ...Bank of England cuts base rate to 4.25%
- Thursday, 08 May 2025
- Articles

The Bank of England’s Monetary Policy Committee (MPC) voted 5 – 2 – 2 to cut its base rate to 4.25%, in a widely expected move.
Read more ...2 in 3 Financial Planners utilising AI
- Thursday, 08 May 2025
- Articles

Two in three Financial Planners are using artificial intelligence (AI) tools or are planning to within the next 12 months, according to a new report.
Read more ...Retail funds report highest outflows since 2023
- Thursday, 08 May 2025
- Articles

Funds reported retail outflows of £3bn for first quarter, despite investors placing £507m into funds in March, according to the latest data from the Investment Association.
Read more ...Canaccord adds senior Planner from Brewin Dolphin
- Thursday, 08 May 2025
- Articles

Canaccord Wealth has appointed Gary Steel as a senior wealth planner specialising in lifestyle Financial Planning.
Read more ...Net flows hold steady for Evelyn Partners as assets dip in Q1
- Thursday, 08 May 2025
- Articles

Net inflows held steady at £345m for wealth manager and Financial Planner Evelyn Partners in the first quarter of the year despite a dip in assets under management.
Read more ...Number of appointed reps continues to fall
- Thursday, 08 May 2025
- Articles

The number of appointed representatives continued to fall in 2024/25, according to the latest data from the Financial Conduct Authority.
Read more ...Specialist expat Planner declared in default
- Wednesday, 07 May 2025
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The Financial Services Compensation Scheme (FSCS) has declared AXG Advice Ltd (FRN: 450813) as having failed.
Read more ...Just 1 in 50 estates maximising IHT gifting rules
- Wednesday, 07 May 2025
- Articles

Just 2% of estates have made gifts out of surplus income under inheritance tax rules to minimise their tax burden in the past three years, according to new data.
Read more ...Evelyn Partners adds Chartered Planner to Glasgow team
- Wednesday, 07 May 2025
- Articles

Financial Planner and wealth manager Evelyn Partners has appointed David Little as a partner in Financial Planning at its Glasgow office.
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