Pensions could become more like a bank account into which different employers have to pay, under a shake-up expected in the Autumn Statement.

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Wealth management and Financial Planning firm Evelyn Partners has appointed former RBC Brewin Dolphin senior portfolio manager Matthew Wells as a partner at its Leeds investment management team.

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Average annuity rates climbed to 7.25% for a 65-year-old in September, up from 7.11% in June, according to the Standard Life Annuity Rate Tracker.

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XPS Pensions Group has completed the £42.5m sale of XPS Pensions (Nexus) Limited, principal employer and scheme funder of the National Pensions Trust (NPT), to SEI.

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Inheritance tax receipts hit £4.6bn from April to October, new government figures published this morning have revealed.

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The latest issue of Financial Planning Today Magazine is now available and includes a deep dive into Planner tech plus exclusive articles and features for Financial Planners, Paraplanners and Wealth Managers.  

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The latest issue of Financial Planning Today Magazine has just been published and explores how the roles of Financial Planner and Wealth Manager are merging in an exclusive Cover Feature. 

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Dame Anne Richards, CEO of Fidelity International, is to step down from the role after five years with the company to become vice chair.

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Novia Financial founder and platform entrepreneur Bill Vasilieff has died suddenly at the age of 68.

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Wealth manager St James’s Place has changed the manager line-up and cut fees on two of its funds, the Balanced Managed fund and the Continental European fund.

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