Fintech Moneyinfo, which provides client portals for financial advisers and wealth managers, is to launch an improved client onboarding integration with Seccl, the Octopus-owned embedded investment platform.

The Personal Finance Society has welcomed confirmation from Chancellor Jeremy Hunt that the EU’s Packaged Retail and Insurance-based Investment Products (PRIIPS) regime will be replaced with a new UK-focused regime.

Pensions and SIPP firm XPS Group has reported a 23% growth in revenues to £94.5m for the latest half year.

Financial Planners have given the Chancellor’s Autumn Statement a qualified thumbs up, particularly in the area of pension saving, although many are holding fire until all the details are released in the Finance Bill.

Royal London has acquired later life lending firm Responsible Group.   

Industry experts have praised HMRC's decision will do a U-turn on plans to impose a new pensions death tax on pension scheme members who die before the age of 75.

Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.

The Investing and Saving Alliance (TISA), a trade body for savings and investment providers, has backed a raft of ISA reforms published today as part of the Chancellor’s Autumn Statement.

This is the full text of Chancellor Jeremy Hunt’s Autumn Statement delivered to MPs in the House of Commons today (22 November 2023) at approx 12.35 pm. Financial Planning Today has added section headings to make it easier to navigate:

Chancellor Jeremy Hunt has revealed a package of measures to boost business investment and cut business taxation.