UK DB pension schemes continue to enjoy extremely positive funding positions, with XPS Group reckoning aggregate surpluses of £252bn on long-term targets, up from £187bn the previous year.
Some 190,000 people, a record number, engaged with forgotten retirement savings following this year’s National Pension Tracing Day on 26 October.
Consolidator Futura Financial Services has acquired Jones Financial of Norwich for an undisclosed amount.
Discretionary Managed Portfolio Services (MPS) assets are set to pass £200bn after surging by a third (32%) in a year to £190bn, according to NextWealth’s latest MPS Proposition Comparison Report 2025.
The FCA has today set out new rules for investment product information to allow firms to confidently operate with professional clients who don’t need retail protections.
Pensions and SIPP consultancy Barnett Waddingham has boosted its Scottish presence by opening a new office in Edinburgh.
Wealth manager and Financial Planner Evelyn Partners has appointed Victoria Gammon as a partner in Financial Planning for the Midlands.
The Personal Finance Society (PFS) is looking for a member director to join its board and has asked for applications by mid-January.
The Treasury has published the Finance Bill and National Insurance Contributions (NICs) to deliver the announcements revealed in last month’s Budget.
A week or so after the Budget and I am still grappling with one of the most baffling and possibly vindictive moves I’ve ever seen in a Budget - the attack on pension savers using salary sacrifice.