Expanding Chartered Financial Planner Lumin Wealth has acquired the mortgages arm of RBS Associates for an undisclosed sum.
The FCA has today launched a wide-scale review of the £4.85bn protection insurance market and whether commissions paid on products affect consumer outcomes.
The government’s inheritance tax take continues to rise rapidly and is up £800m on last year to £7.6bn, according to latest government data out today.
Over seven in ten financial advisers (71%) are worried about the impact of pensions becoming liable for inheritance tax (IHT) from 2027, according to new research.
Quilter Cheviot, the high net worth division of wealth manager Quilter, has added a new client app and portal to help clients keep track of their investments.
The Bank of England’s Monetary Policy Committee (MPC) voted 8 – 1 to hold its base rate at 4.5% today, in a widely expected move.
Quilter's Managed Portfolio Solutions (MPS) came out top in three out of five categories in Defaqto’s MPS Comparator Awards.
The Personal Finance Society (PFS) has launched 10 summer roadshows to be held in May and June across 10 UK locations.
Paul Stockton, CEO of wealth manager Rathbones, is to retire on 30 September.
A coalition of consumer groups has sent an open letter to MPs and the FCA urging the regulator to abandon its plans to delete most emails automatically after a year.