One in five Paraplanners (22%) are using AI for either specific tasks or as part of their core processes in response to a growing workload.
Read more ...1 in 5 Paraplanners using AI to meet rising workload
- Thursday, 13 November 2025
- Articles
Wealth net inflows rise 8% to £8.3bn for Aviva
- Thursday, 13 November 2025
- Articles
Wealth net flows at Aviva rose 8% to £8.3bn for the nine months ended 30 September (9M24: £7.7bn).
Read more ...WH Ireland enters merger talks with Team
- Thursday, 13 November 2025
- Articles
Troubled wealth manager WH Ireland has entered talks for an all-share merger with fellow wealth manager Team.
Read more ...PFS National Conference gets under way in London
- Thursday, 13 November 2025
- Articles
The Personal Finance Society's annual National Conference - the biggest annual gathering of Financial Planners in the UK - gets under way today at London's Excel centre in Dockland.
Read more ...2 jailed for £600m Ponzi-style investment fraud
- Wednesday, 12 November 2025
- Articles
The head of a criminal gang and her accomplice have been jailed for playing key roles in laundering money from a high value investment fraud committed in China.
Read more ...FSCS forecasts lower levy in 2026/27 as SIPP claims dip
- Wednesday, 12 November 2025
- Articles
FSCS chief executive Martyn Beauchamp has forecast that the Financial Services Compensation Scheme levy, paid by regulated firms, will fall in the FSCS 2026/27 funding year.
Read more ...Treasury 'rejects' pensions lump sum cut - Telegraph
- Wednesday, 12 November 2025
- Articles
The Treasury has reportedly rejected moves to reduce or axe the pensions tax free lump sum, according to a report in the Daily Telegraph.
Read more ...YouTube Planners reaching millions of viewers
- Wednesday, 12 November 2025
- Articles
Britain’s most switched-on Financial Planners are now reaching millions of viewers on YouTube, a study by Financial Planning Today magazine has found.
Read more ...Rosemount adds 16 new advisers in 3 months
- Tuesday, 11 November 2025
- Articles
Financial Planning network Rosemount Financial Solutions (IFA) says it has added 16 new advisers between July and September.
Read more ...LCP calls for State Pension ‘minimum guaranteed payout’
- Tuesday, 11 November 2025
- Articles
The best way of protecting people with shorter life expectancies is to give them a minimum guaranteed payout on their State Pension, says pensions consultancy LCP.
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