Over nine in ten (94%) of pension transfer cases reviewed by the XPS Scam Protection Service raised at least one scam warning flag in July.
Read more ...Amber River team raises £135k with charity ride
- Wednesday, 27 August 2025
- Articles
Private equity-backed Financial Planning firm Amber River has raised over £135,000 for a trio of children’s charities with a sponsored charity bike ride.
Read more ...1 in 3 advisers target existing clients for growth
- Wednesday, 27 August 2025
- Articles
A third (36%) of financial advisers are striving to increase existing clients’ assets to build organic business growth, according to a new report.
Read more ...Whitechurch to close Pulse platform after takeover
- Wednesday, 27 August 2025
- Articles
Whitechurch Securities' online investment platform Pulse is to close following the takeover of Whitechurch by wealth manager Ascot Lloyd.
Read more ...4,465 FCA impersonation scams reported in 6 months
- Wednesday, 27 August 2025
- Articles
The FCA has revealed it received more than 4,000 'fake FCA' scam reports from consumers in the first six months of 2025.
Read more ...Intelliflo acquired by US investment firm for £148m
- Tuesday, 26 August 2025
- Articles
Cloud-based adviser fintech provider Intelliflo, which supports many Financial Planners, has been acquired by US investment firm Carlyle in a deal worth up to $200m (£148m).
Read more ...Cost of renting in retirement rises to £398,000
- Tuesday, 26 August 2025
- Articles
People who expect to rent during retirement could need an additional £398,000 in savings compared to those with no housing costs.
Read more ...LSE becomes first PISCES operator to win FCA approval
- Tuesday, 26 August 2025
- Articles
The FCA has today approved the London Stock Exchange to operate a PISCES platform, a new type of private stock market designed to attract HNW investors and others.
Read more ...Most people rely on their partner’s pension
- Tuesday, 26 August 2025
- Articles
Only 27% of people say they are not reliant in some way on their partner’s pension, according to new research.
Read more ...60,000 claimed a pension tax refund last year
- Tuesday, 26 August 2025
- Articles
New figures have revealed that around 60,000 people claimed a refund on emergency tax on pensions in 2023-24 - an increase of around 20% on the previous year.
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