One in five pension savers (19%) mistrust their financial adviser, according to a new report.
Read more ...Hartley clients hold High Court protest
- Friday, 09 May 2025
- Articles

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.
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