Fairstone has converted four of its MPS portfolios into funds in a move that it claims will cut client charges by up to 20%.
Accredited Financial Planning firm AAB Wealth has acquired Jane Smith Financial Planning for an undisclosed sum.
Investment advice was among the top 10 most complained about investment and pension services in 2025/26, according to annual complaints data from the Financial Ombudsman Service.
Less than 1 in 10 (9%) of self-employed workers paid into a personal pension in the 2023/24 tax year, according to data from HMRC.
Former Health Secretary and contender for the Labour Party leadership Wes Streeting MP has proposed radical reforms to Capital Gains tax (CGT).
Most financial advice firm (78% or 4 in 5) have raised their minimum investable assets for clients over the past year, with the average minimum client assets threshold up to £168,000.
The adviser platform market is predicted to double in terms of assets under administration, reaching £1,464bn by 2030, according to a new report.
Financial Planners working for wealth and investment manager Rathbones have reported a surge in enquiries about the looming imposition of Inheritance Tax on unused pensions in 10 months' time.
NS&I, the government-owned savings provider, is to begin paying claims made by bereaved families of deceased clients with the bill expected to reach £367m.
The FCA has launched a new business 'Scale-up Unit' to help “fast‑growing and innovative” financial services businesses get more support from the regulator.