Wealth manager and Financial Planner Titan Wealth has acquired £590m AUA Chester-based Financial Planning firm Innes Reid Investment Limited, for an undisclosed amount.
Higher earners are missing out on hundreds of millions of pounds in unclaimed pension tax relief each year, according to digital pension provider Penfold.
IntegraFin Holdings, the parent company of adviser platform Transact, has today reported net inflows of £1bn in its first quarter (ending 30 Dec), an 11% year-on-year increase.
Hargreaves Lansdown has appointed Vanguard’s US MD Matt Benchener as chief executive officer as a permanent replacement for Dan Olley, who stepped down from the position last May after less than two years.
Wealth and investment manager W1M has acquired rival Vermeer Partners, which has more than £2bn in AUM, for an undisclosed amount.
Regional Financial Planner Cooper Parry Wealth has acquired Wimbledon-based Chartered Financial Planner Gem & Co for an undisclosed amount.
The years of huge compensation payouts for pension transfer redress look to be easing after the latest Broadstone DB Redress Tracker revealed DB pension transfer compensation remained nil in the majority of cases in 2025.
Generation X people - who are mostly aged between 44 and 59 - are the least positive age group about their finances for 2026 compared to Millennials and Gen Z.
The FCA has secured a confiscation order of £265,523.96 against convicted P2P fraudster Andrew Currie and he will face a further jail sentence if he does not pay up within three months.
This is going to be a big year for pensions, particularly for pensions regulation which is at last showing some limited signs of moving forward.