Legislation
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ValidPath launches new website – supporting IFAs across their entire business lifecycle is essential
ValidPath, the network for Independent Financial Advisers, is today launching its evolved brand identity and newly designed website. In doing so it…
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Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards
Cazenove Capital, the wealth management business of Schroders in the UK, has been announced as the winner of two accolades at the Citywealth…
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One million pensioners now paying tax at 40% or above – doubled in four years
New figures from HMRC, obtained under the Freedom of Information Act by LCP Partner Steve Webb, show that the number of pensioners…
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Financial services leaders outline four key pillars to unlock UK growth potential
A new report from PIMFA, UK Finance and KPMG UK has revealed opportunities for how the government can further support the UK’s…
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Octopus doubles down on Seccl, with new investment in reshaped management team
Seccl, the embedded investment platform, is preparing for dramatic expansion on the back of further investment from Octopus in a reshaped management…
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DFM Firm Sparrows Capital expands business development team
Evidence-based investing pioneer Sparrows Capital has hired James Denton as a Business Development Manager. This is the DFM firm’s third BDM hire this year…
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TSB launches latest switching offer worth up to £310 in cash and rewards
From today, customers switching to a TSB Spend & Save or Spend & Save Plus current account can receive £100 upfront, and…
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Oke Eleazu and Maria Herrero-Bullich join Scottish Widows’ Independence Governance Committee
Scottish Widows has announced today that Oke Eleazu and Maria Herrero-Bullich have been appointed to its Independent Governance Committee (IGC). Customer service and…
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New FCA Financial Lives survey shows the pressing need to understand customer vulnerability, says MorganAsh
The release of the FCA’s latest Financial Lives survey, which found that 49% of UK adults have one or more characteristic of…
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Independent Wealth Network 2plan restarts growth strategy
2plan, one of the largest independent networks of financial advisers in the UK (with over 679 advisers and 279 firms) has confirmed…
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AI Fintech Aveni launches first version of FinLLM: the UK’s first generative AI model for UK financial services
Leading UK AI Fintech Aveni has today announced the release of its first iteration of FinLLM – a domain-specific large language model (LLM) purpose-built for the…
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FCA Financial Lives – more progress needed on DC pension saving
The latest FCA Financial Lives, released today, finds that in 2024, a third (33%) of DC pension holders said they had less than…
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Millions of people facing uncertainty in retirement
One-fifth (19%) of non-retirees have no private pension, according to the latest FCA Financial Lives survey, meanwhile two-fifths (41%) are not currently…
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DWP admits increase in error rates on state pensions – ‘astonishing’ says Steve Webb, LCP
New figures published today show that six in every hundred state pension claims was being underpaid by the Department for Work and…
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Brooks Macdonald strengthens executive committee with the appointment of Karen Charlery as chief operating officer
Brooks Macdonald today announces the appointment of Karen Charlery as Chief Operating Officer (COO) effective 23 June. She replaces Gavin Neilson who…
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Guest insight | Sparrows Capital’s Millington on why the fixation on fixed fees in financial services should end
A debate around whether advisers should charge fixed fees is re-emerging but, warns Arnie Millington, Head of Business Development at Sparrows Capital,…
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Fixing the letter of authority process with consistency and collaboration – FLAG and Criterion lead the way
The letter of authority (LOA) process has been a long-standing source of frustration in financial services, and despite efforts to streamline it,…
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Pension giants back Mansion House Accord with billions for UK growth – but advisers urged to stay focused on client outcomes
Seventeen of the UK’s largest workplace pension providers have pledged to invest billions into private markets – including a minimum 5% into…
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Aberdeen Adviser reflects on tax year end success and strategic readiness for 2025
With the 2024/25 tax year now closed, Aberdeen Adviser business has taken the opportunity to reflect on the lessons learned and successes…
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Adviser insight: Truly Independent’s Katie Brinsden highlights eight reasons why advisers should embrace innovation
Innovation is no longer a luxury for financial advice firms – it’s a strategic necessity. Katie Brinsden (pictured), Managing Director at the…
