Investment platform Transact saw funds under direction (FUD) rise by 11% to £69.5bn in the three months to the end of June.
Read more ...New Issue: Financial Planning Today magazine
- Tuesday, 22 July 2025
- Articles

Financial Planning Today Magazine's latest issue - featuring our Annual Financial Planning Reader Survey results - is now available to view.
Read more ...93% of female Financial Planners would recommend the role
- Tuesday, 22 July 2025
- Articles

More than nine out of 10, 93%, of women who are currently or have previously been in a Financial Planning role would recommend it to other women, according to the Women in Personal Finance survey.
Read more ...SPP welcomes Pensions Commission
- Tuesday, 22 July 2025
- Articles

The Society of Pension Professionals said the revival of the government’s landmark Pension Commission is good news as it will consider a wide range of potential solutions rather than focusing solely on automatic enrolment.
Read more ...IHT receipts climb 6% to £2.2bn
- Tuesday, 22 July 2025
- Articles

Inheritance tax receipts for April to June were £2.2bn, over £100m higher than the same period last year, according to new HMRC figures published today.
Read more ...DWP launches review to consider State Pension Age
- Tuesday, 22 July 2025
- Articles

Work and Pensions Secretary Liz Kendall has confirmed that the third statutory Government review into when and how to raise the State Pension age will begin straightaway.
Read more ...Pensions Commission remit ‘too limited’, warns Webb
- Tuesday, 22 July 2025
- Articles

The restricted remit of the new Pensions Commission will limit its ability to deal with the scale of the problem, according to LCP partner and former Pensions Minister Steve Webb.
Read more ...Retirement confidence dips when people reach their 50s
- Monday, 21 July 2025
- Articles

Pension savers in their 50s feel the least confident about retirement, according to new research from Aegon.
Read more ...National IFA Continuum reports AUI up 17%
- Monday, 21 July 2025
- Articles

National IFA Continuum, owned by M&G, saw a 17% increase in assets under influence year-on-year to £2.6bn in the first half of the year, it has revealed in its financial results.
Read more ...Planner leaves Newcastle firm after takeover by Saltus
- Monday, 21 July 2025
- Articles

Chartered Financial Planner Andrew Gardiner has left his role as associate director with Lowes Financial Management in Newcastle after it was taken over by national firm Saltus.
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