Stuart Dodson has been appointed CEO of True Potential Wealth Management.
Read more ...True Potential turns to Openwork for new wealth CEO
- Wednesday, 19 November 2025
- Articles
Investment adviser numbers shows little growth
- Wednesday, 19 November 2025
- Articles
The number of retail investment advisers in the UK dipped slightly to 37,441 in 2024, according to the latest FCA Retail Mediation Activities Return report.
Read more ...Number of independent advice firms continues to fall
- Wednesday, 19 November 2025
- Articles
The number of adviser firms providing independent financial advice fell 5% (year-on-year) in 2024, according to data from the latest FCA Retail Intermediary Market Data report out this week.
Read more ...IHT changes sees HNW estates face 67% tax - report
- Wednesday, 19 November 2025
- Articles
Planned changes to the treatment of unused pensions exposed to inheritance tax for the first time could see many high net worth estates facing effective tax rates of up to 67%, according to a new report.
Read more ...Ex-NatWest CEO Dame Alison Rose to chair FNZ UK
- Wednesday, 19 November 2025
- Articles
Former NatWest CEO Dame Alison Rose has joined global platform ‘engine’ provider FNZ as chair of FNZ UK and as an FNZ Group board member.
Read more ...CPI inflation drops to 3.6% but remains 'sticky'
- Wednesday, 19 November 2025
- Articles
In a welcome piece of positive economic news for the government, CPI inflation dropped modestly in October to 3.6% from 3.8% in September.
Read more ...DB pension surpluses remain at record highs
- Tuesday, 18 November 2025
- Articles
DB pension surpluses remain at record highs, up £57bn year-on-year in October, according to new analysis from XPS Group.
Read more ...Identity verification becomes mandatory for directors
- Tuesday, 18 November 2025
- Articles
From today anyone who becomes a company director or person with significant control (PSC) will need to verify their identity with Companies House.
Read more ...Pension indexation law shouldn’t change: SPP
- Tuesday, 18 November 2025
- Articles
The Society of Pension Professionals (SPP) has warned of the “unintended consequences” of changing the law relating to pre-1997 pension scheme indexation.
Read more ...Titan Wealth acquires £160m AUA South Wales firm
- Tuesday, 18 November 2025
- Articles
Wealth manager and Financial Planner Titan Wealth is acquiring South Wales advice firm Thomas Carroll IFA, for an undisclosed amount.
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