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  • 1 in 4 advisers ‘negative’ about FCA targeted support plans

    One in four financial advisers believes that the FCA’s plans to introduce ‘targeted support’ to widen the availability of financial guidance to millions may have a negative impact, according to a major new survey.

  • Record advised platform sales of £22bn in first quarter

    Gross advised platform sales were a record £22.1bn in the first quarter, according to new data.

  • Pension transfer delays damaging adviser client relations

    4 in 5 (79%) of financial advisers believe delays in pension transfers have had a moderate or severe impact on client trust, according to a new report.

  • Advisers changing advice due to IHT shake-up

    Financial advisers are turning away from pension wrappers and instead utilising pension gifting, annuities and onshore bonds as they prepare for the upcoming changes to inheritance tax, according to a new report.

  • Strong advised platform sales outpace rising outflows

    New platform business rose 43% year-on-year to £20.9bn for the fourth quarter of 2024 as recovery got under way, according to new data.

  • 4 in 5 financial advice firms grew in 2024

    Four in five financial advice firms reported increased turnover in 2024, with two thirds anticipating higher profits in 2025, according to a new report.

  • Consumer Duty 'major influence' on advice practice

    New data revealing that ‘target market’ was the most crucial factor for MPS selection in 2024 suggests that Consumer Duty is having a considerable influence on adviser practice.

  • Advisers frustrated at lack of Consumer Duty progress

    More than a third of advice firms believe there has been no progress towards the Consumer Duty’s products and services outcome.

  • DFM model portfolio charges on platforms need to be cut

    Celtic Manor
  • AIC launches new platform comparison tool

  • Pension transfer boom may be over says consultant

    Pension Transfer boom may be over
  • Charging structures ‘like jigsaw puzzle for many direct investors’

    the lang cat
  • 'Monumental change' for platforms revealed

    Mark Polson
  • Platforms 'lagging' in giving retirees their money back 


    Zurich UK
  • Paraplanners prepare for sold-out Powwow

    Paraplanners Powwow
  • Paraplanners Powwow begins with a new host

    Paraplanners Powwow
  • Organisers hail ‘great’ Paraplanners Powwow

    Paraplanners Powwow 2019
  • Platforms ‘resilient’ despite 12% drop in AUA in Q1

    Mark Polson of the lang cat speaking at an industry event
  • Pricing engine added to Platform Analyser tool

    Platform Analyser tool
  • 58% of advisers struggling to add new clients

    Finding new clients has been harder during the pandemic

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