Schroders Personal Wealth (SPW), the Financial Planning business launched by Schroders and Lloyds Bank, has today unveiled its first range of portfolio funds which give clients access to a range of risk return profiles.

The industry has given a mixed review to news that Chancellor Rishi Sunak has asked The Office of Tax Simplification to carry out a review of Capital Gains Tax.

Barclays has launched a new digital service for clients with a minimum of £5,000 to invest, which it claims will tackle the UK’s advice gap and give more people the confidence and support their savings.

Sales of equity release plans dropped 27% from the first quarter of 2020 to the second quarter and the total value of equity released fell by 45% as lockdown took effect, according to a new report.

Women are failing to benefit from financial advice when they are young with just 12% aged 18 to 34 years old seeking help from a Financial Planner - despite a quarter worrying about money on a daily basis, according to a new report.

Record numbers of pensioners are reaching the age of 55 and becoming eligible to take their pensions but too many will be left to make complex and far-reaching decisions on their own and will be vulnerable to scams, according Just Group.

Men accumulate £135,000 more than women in their pension by retirement, according to a new report.

Mattioli Woods has made three new board appointments, including a replacement for its chief financial officer. 

The FCA will launch an enhanced Financial Services Register later this month to replace the existing register.

The not-for-profit Initiative for Financial Wellbeing (IFW) - set up by Financial Planning entrepreneur Chris Budd - has signed up Aegon as its first ‘founder partner’ member.