P1 Investment Services, the owner of the P1 Platform, has launched a client onboarding and servicing portal for advisers.
Read more ...Savers face £12,000 annual retirement income shortfall
- Wednesday, 05 February 2025
- Articles

The average worker is on course to miss their target annual retirement income by £12,000, according to new research.
Read more ...Nest acquires stake in pension capital investor
- Wednesday, 05 February 2025
- Articles

Nest, the pension scheme with the highest number of members in the UK, has acquired a 10% stake in the holding company of global pension capital investor IFM Investors.
Read more ...Evelyn co-founds Compassion in Financial Services Hub
- Wednesday, 05 February 2025
- Articles

Wealth manager and Financial Planner Evelyn Partners has become the founding partner of the Edinburgh Futures Institute’s new Compassion in Financial Services Hub.
Read more ...1 in 7 HNWs have no wealth transfer plan
- Wednesday, 05 February 2025
- Articles

One in seven high net worth individuals have no will, trust or expression of wishes in place for passing on their wealth, a new report warns.
Read more ...M&A activity in IFA sector gathers pace
- Wednesday, 05 February 2025
- Articles

The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.
Read more ...STEP launches 20th annual private client awards
- Tuesday, 04 February 2025
- Articles

The 2025 STEP Private Client Awards, partly sponsored by Evelyn Partners, are now open for entries.
Read more ...£35m added to state pensions ahead of top-up deadline
- Tuesday, 04 February 2025
- Articles

People wanting to maximise their state pension by plugging gaps in their National Insurance record have contributed to a total of 68,673 years, worth £35m, since April last year, HMRC said.
Read more ...CMCs failing to meet some FCA standards
- Tuesday, 04 February 2025
- Articles

The FCA says the standards of claims management companies (CMCs) are improving but there are areas where firms are not meeting its expectations.
Read more ...CII appoints two new executive directors
- Tuesday, 04 February 2025
- Articles

The Chartered Insurance Institute (CII) has appointed two new executive directors who will take up their roles in early March.
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