Life Planning movement founder George Kinder recently moved to London to launch a new global business and plans to settle here permanently, building a new international base. In this exclusive for Financial Planning Today he explains his decision and outlines his business plans.
Read more ...FCA warns of high-risk schemes from unregulated firms
- Friday, 26 September 2025
- Articles
The FCA has today warned consumers to beware of investing in high-risk schemes from unregulated firms without appreciating the risks involved.
Read more ...James Jones-Tinsley: Clarity at last on pension lump sum rights
- Friday, 26 September 2025
- Articles
James Jones-Tinsley, technical specialist at pension consultants Barnett Waddingham, reviews the updates this week from HMRC and the FCA on pension tax free lump sum cancellation rights.
Read more ...Wealthy clients rethink inheritance plans on Budget rumours
- Friday, 26 September 2025
- Articles
Wealthy clients are increasingly seeking advice on inheritance tax and estate planning amid growing speculation ahead of the Autumn Budget, according to wealth manager Rathbones.
Read more ...PIMFA calls for action over pension withdrawals surge
- Friday, 26 September 2025
- Articles
Wealth manager trade body PIMFA has called for a clear tax road map to stem the tide of people accessing their tax-free pension cash because of speculation and headlines.
Read more ...FCA issues pension lump sum caution
- Thursday, 25 September 2025
- Articles
The FCA has issued a reminder today to firms that cancellation rights do not exist for pension commencement lump sums (PCLS).
Read more ...Revenues double for InvestAcc ahead of SIPP acquisition
- Thursday, 25 September 2025
- Articles
Group revenues more than doubled to £6m for InvestAcc for the six months ended 30 June (H2 2024: £2.5m).
Read more ...£14m loss for Ascot Lloyd as it puts aside £17m after FCA probe
- Thursday, 25 September 2025
- Articles
Private equity backed Financial Planning firm Ascot Lloyd posted a pre-tax loss of £14m for the year ended 31 December, following the impact of an FCA investigation into the firm, according to accounts filed with Companies House this week.
Read more ...Vanguard poaches Benchmark's Hepburn as adviser solutions head
- Thursday, 25 September 2025
- Articles
Vanguard has appointed Gillian Hepburn as head of adviser solutions in the UK as it looks to broaden its adviser solutions offering.
Read more ...HNW confidence rises despite Budget fears
- Thursday, 25 September 2025
- Articles
High net worth individuals' confidence in the UK economy and their own wealth has risen despite concerns about the upcoming Budget, according to the biannual Saltus Wealth Index.
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