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  • 4 in 5 advisers report clients altering investment strategy

    Four in five advisers (80%) have reported clients making changes to their investment strategies in response to the US tariffs announced in April, according to a new report.

  • Wesleyan to launch new in-house platform

    Financial services mutual Wesleyan has partnered with SS&C Technologies to launch its own digital-first wealth management platform.

  • Wesleyan adds former FNZ CEO to board

    Financial services mutual Wesleyan Financial Services has appointed former FNZ CEO Paul McMahon to its board as a non-executive director.

  • Advisers braced for greater market volatility in 2025

    Financial advisers believe investment markets will be more volatile this year, driven by uncertainty over inflation and Bank of England interest rate decisions.

  • FCA retirement review nudges advisers to change processes

    Two-thirds of advisers (66%) say they have changed their processes as a result of the FCA’s Thematic Review of Retirement Income Advice published earlier this year.

  • Doctors, lawyers and dentists fear insufficient retirement income

    Wesleyan website
  • Wesleyan sells bank arm to Hampshire Trust Bank

    Hampshire Trust Bank
  • Evelyn Partners adds Bracknell Planner from Wesleyan

    Evelyn Partners is the new name for Tilney Smith & Williamson
  • Doctors quit NHS pension scheme in droves

    Doctors are leaving the NHS pension scheme
  • Planners say inflation pain is far from over

    The Office for National Statistics (ONS) which publishes the CPI data, said the drop was largely due to a drop in the price of fuel and other transport costs.
  • 77% rise in teachers quitting pension scheme

    Many teachers have quite their pension scheme due to worries about rising living costs
  • Sesame Bankhall hires Wesleyan exec as CEO

    Sesame Bankhall's new CEO Richard Harrison
  • 75% of firm's advisers 'refereeing' retirement arguments

    Arguments between married couples during Financial Planning meetings were mainly caused by disagreements over lifestyle goals
  • Families failing to discuss inheritance plans

    Couple with adviser
  • 3,266 NHS staff apply for partial retirement

    The change in the rules was designed in an effort to boost NHS staff retention
  • Wesleyan hires executive from Quilter

    Karen Blatchford
  • Experts says FCA review highlights key role of Planners

    Rachel Vahey, head of public policy at AJ Bell, said the review serves as a reminder how important record keeping is for Financial Planners
  • 4 in 5 savers unaware of upcoming ISA rule changes

    Of the 2,000 savers surveyed by OnePoll on behalf of Wesleyan, 42% already had money in an ISA.
  • IHT receipts leap £400m to £7.5bn

    HMRC HQ
  • First with profits fund added to Abrdn Wrap

    The Wesleyan Group website

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