Population estimates issued by the Office for National Statistics suggest that women are set to hold most of the UK’s investment and pensions wealth.
Read more ...Halo Invest targets advice gap with adviser gateway
- Monday, 04 August 2025
- Articles

Halo Invest has launched its investment platform after it received FCA approval.
Read more ...FCA opens retail access to crypto ETNs
- Monday, 04 August 2025
- Articles

Financial services firms will soon be able to offer retail consumers access to crypto exchange traded notes (cETNs), under changes announced by the FCA.
Read more ...Hoxton Wealth acquires £225m AUM expat specialist firm
- Monday, 04 August 2025
- Articles

Fast-growing international Financial Planning firm Hoxton Wealth has completed the acquisition of Infinity Financial Solutions, a provider of expat financial services with multiple offices across Asia.
Read more ...Petition demands 10-day pension switch guarantee
- Monday, 04 August 2025
- Articles

Retirement specialist PensionBee has launched a petition demanding the government take action on pension delays as frustration mounts over the slow pace of pension transfer switches.
Read more ...502,000 claim back £1.5bn overpaid tax on pensions
- Friday, 01 August 2025
- Articles

New figures published by HMRC reveal that the total number of claims for overpaid tax on pension withdrawals has soared above half a million to 502,000 - resulting in a total of almost £1.5bn reclaimed since the introduction of Pension Freedoms in 2015.
Read more ...MPS portfolios more recommended than multi-asset funds
- Friday, 01 August 2025
- Articles

The Managed Portfolio Services market has expanded and diversified so rapidly that MPS portfolios are likely to have overtaken multi-asset funds in total recommendations, according to new data.
Read more ...Transact launches adviser events at new HQ
- Friday, 01 August 2025
- Articles

Investment platform Transact is launching a series of adviser events to be held at its new office in the City of London this autumn.
Read more ...Editor’s Comment: Pension knowns and worrying unknowns
- Friday, 01 August 2025
- Articles

Back in 2002 Donald Rumsfeld, US Secretary of Defence, coined a phrase which has been repeated a million times since but I’m increasingly wondering whether it could be applied to UK pensions and ultimately financial advice (or rather lack of it).
Read more ...IHT take up 12% to £6.7bn as 13% more estates taxed
- Friday, 01 August 2025
- Articles

IHT tax liabilities created in 2022-23 were £6.7bn, up £0.71bn or 12% compared to the previous year.
Read more ...