The FCA has revealed it received more than 4,000 'fake FCA' scam reports from consumers in the first six months of 2025.
Read more ...Intelliflo acquired by US investment firm for £148m
- Tuesday, 26 August 2025
- Articles

Cloud-based adviser fintech provider Intelliflo, which supports many Financial Planners, has been acquired by US investment firm Carlyle in a deal worth up to $200m (£148m).
Read more ...Cost of renting in retirement rises to £398,000
- Tuesday, 26 August 2025
- Articles

People who expect to rent during retirement could need an additional £398,000 in savings compared to those with no housing costs.
Read more ...LSE becomes first PISCES operator to win FCA approval
- Tuesday, 26 August 2025
- Articles

The FCA has today approved the London Stock Exchange to operate a PISCES platform, a new type of private stock market designed to attract HNW investors and others.
Read more ...Most people rely on their partner’s pension
- Tuesday, 26 August 2025
- Articles

Only 27% of people say they are not reliant in some way on their partner’s pension, according to new research.
Read more ...60,000 claimed a pension tax refund last year
- Tuesday, 26 August 2025
- Articles

New figures have revealed that around 60,000 people claimed a refund on emergency tax on pensions in 2023-24 - an increase of around 20% on the previous year.
Read more ...Editor’s Comment: Is the Great Wealth Transfer under threat?
- Friday, 22 August 2025
- Articles

For at least the past 10 years, the wealth management and Financial Planning sectors have talked about the 'Great Wealth Transfer' but I’m beginning to wonder if much of that is under threat.
Read more ...Editor’s Comment: A duty to be concise
- Friday, 22 August 2025
- Articles

It appears that the Consumer Duty has resulted in several positive outcomes, however one thing it has failed to shift is the mountain of paperwork which still deluges most clients.
Read more ...Editor’s Comment: The old age premium
- Friday, 22 August 2025
- Articles

There are some intriguing demographic changes coming down the road in terms of longevity which government policymakers - and Financial Planners - will have to take on board.
Read more ...Manchester CMC has permissions revoked
- Friday, 22 August 2025
- Articles

The FCA has revoked the authorisation of Manchester-based claims management firm Barclay Blackthorn Legal Services Ltd (FRN: 836619) because it said that it considers that the firm is carrying on no regulated activity.
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