SSAS provider and administrator WBR Group has launched a new Inheritance Tax (IHT) calculator to help advisers cope with the government’s planned changes to IHT and pensions.
Read more ...WBR launches online tax calculator to help assess IHT impact
- Friday, 14 November 2025
- Articles
Quilter's £23bn AUM WealthSelect MPS added to Transact
- Friday, 14 November 2025
- Articles
Quilter’s £23bn AUM WealthSelect Managed Portfolio Service (MPS) has been added to the Transact platform allowing advisers to choose from a range of 56 new portfolios.
Read more ...PFS President calls for more women in Financial Planning
- Thursday, 13 November 2025
- Articles
Personal Finance Society President Carla Brown has made a plea for more women in Financial Planning in her keynote address to the PFS 2025 National Conference taking place in London today.
Read more ...Senior FCA exec: 'targeted support no threat to Planning'
- Thursday, 13 November 2025
- Articles
FCA senior executive Kate Tuckley has told the Personal Finance Society annual conference today that the FCA's new 'targeted support' plans are no threat to professional and personalised holistic Financial Planning.
Read more ...FCA warns CFD providers over Consumer Duty failures
- Thursday, 13 November 2025
- Articles
The FCA has issued a warning to providers of contracts for difference (CFDs) after its review found that some firms were not meeting its Consumer Duty requirements.
Read more ...1 in 5 Paraplanners using AI to meet rising workload
- Thursday, 13 November 2025
- Articles
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 ...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 ...