Expanding Financial Planner Atomos has appointed former Rathbones head of advice delivery Andy Greenwood as its national head of Financial Planning.
Two in five women (35%) with investible assets of over £250,000 are concerned they will miss out on the retirement they want and expect, compared with 20% of men, according to a new report.
Over the last few years we’ve run many survey-type stories highlighting that women are often the poor relations when it comes to saving and investing. They often fare worse on pension saving, lack confidence in investing and have less set aside.
Wealth manager and Financial Planner Rathbones - a leading employer in Scotland - has warned that the growing complexity of Scotland’s income tax system risks damaging the Scottish economy and putting off clients relocating north of the border.
Coventry-based BRI Wealth Management has appointed former Rathbones Group CEO Paul Stockton as a non-executive director, subject to regulatory approval.
The Treasury's consultation on its proposed new First Time Buyer ISA (FTB ISA) - to replace the Lifetime ISA (LISA) - promises simplicity and closer alignment with the rules on other ISA products.
Keir Starmer has today resigned as Prime Minister and leader of the Labour Party paving the way for a leadership election over the summer, with new MP Andy Burnhan expected to replace him before parliament returns in September.
Wealth manager and Financial Planner Rathbones Investment Management Limited (FRN 116316) has halted the onboarding of clients requiring enhanced due diligence (EDD) following a Consumer Duty-focused review which highlighted issues with some clients and how they were treated.
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.
Three in 10 business owners do not have a pension independent of their business, according to new research.
Wealth manager and Financial Planner Rathbones has appointed Dolores Geaney as managing director, Rathbones in Ireland, subject to regulatory approval.
In a sea of misery and general economic depression, it’s good to see that the humble ISA has brought some cheerier news by creating an unexpected plethora of new millionaires.
The number of ISA millionaires is set to have trebled over the last three years, according to analysis of recent HMRC data.
Wealth manager and Financial Planner Rathbones has appointed Bruce Saunderson as a senior director of wealth planning as it looks to boost growth in Scotland.
Wealth manager and Financial Planner Rathbones says pre-tax profits in 2025 were up an impressive 53.5% to £152.9m.
The number investors using higher risk alternative assets has increased among those with more than £2.5m in individual wealth, according to a new report.
Rathbones’ adviser network Vision Independent Financial Planning (Vision IFP) has promoted Phil Towner to CEO following a three-month strategic review of the business.
In the Budget today Rachel Reeves announced that the amount of cash savings under-65s can put into cash ISAs will be capped at £12,000 from April 2027, with the rest of the £20,000 allowance reserved for investments.
The Treasury has confirmed that it will increase the State Pension by 4.8% for 2026/27 in April under the earnings trigger of the Triple Lock mechanism.
Nearly 2.3m taxpayers are set to earn more than £100,000 by 2028–29, exposing them to a punitive tax trap and stripping families of childcare benefits worth thousands of pounds, according to new HMRC data.
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