Financial advisers have cited cuts to Inheritance Tax breaks and allowances as their clients’ biggest concern ahead of the Budget, with 57% saying it was uppermost in clients’ minds, according to a new survey.

Pension savers withdrew more than £91bn from their retirement pots in 2025/26, according to the FCA’s latest Retirement Income Market Data.

Investment platform AJ Bell has called on Chancellor John Healey to commit to a pension tax lock, with a focus on tax-free cash and tax relief.

Fewer than one in 10 protection policyholders are confident they would be covered in the event of a dementia or Alzheimer’s disease diagnosis.

The State Pension looks set to rise by 3.9% next April after the average earnings figure for the three-month period ending July 2026, published by the ONS today, came in at 3.9%.

AJ Bell, in partnership with Technical Connection and Ad Lucem, has launched what it is calling its 'Great Wrapper Reset' campaign which will visit 10 locations starting in Edinburgh from today.

Investment platform AJ Bell has launched a new brand identity stressing 'feel good investing' which will be introduced across the firm’s dual-channel platform and AJ Bell Investments in a phased approach from September. 

Investment platform AJ Bell has appointed former Financial Planner Charlene Young to the newly-created role of head of technical.

The average tax bill for an IHT-paying estate climbed 9% year-on-year to £231,000, according to the latest HMRC stats.

New Chancellor John Healey has confirmed that the date of his first Budget will be Wednesday 28 October.

Increasing numbers of investors are turning toward passive fund managers as active funds underperformed in the first half of this year, according to a new report.

New chancellor John Healey has been urged to commit to pension tax stability to avoid another multi-billion-pound increase in early withdrawals from retirement funds.

Total advised customers have risen 6% year-on-year at investment platform AJ Bell to reach 191,000 by the end of June.

Latest figures from HMRC reveal that the number of higher rate tax payers is set to have risen rise by nearly 2.5m over the past two years as fiscal drag pulls more high earners into higher rate tax bands.

AJ Bell Investcentre has integrated with Intelliflo Zerokey to speed up the process of onboarding clients to the platform with one click through a browser extension.

AJ Bell is to reduce the charge on its core model portfolio service (MPS) range from 0.15% to 0.12% per year from 1 October.

Over 70m pension records are now connected to the Pensions Dashboards ecosystem, representing about 85% of the records expected to connect, according to the government-backed Money and Pensions Service (MAPS).

Today’s interim Pensions Commission report has been broadly welcomed by the industry, with some urging the Commission to take 'meaningful action' that leads to 'structural change'. 

The gender pension gap starts at age 28 as many women actively choose not to boost pension contributions because of competing priorities.

A think-tank run by former prime minister Tony Blair has gained headlines by urging the government to scrap the pensions triple lock.