A new survey of financial advisers suggests that nearly seven in 10 plan to increase their use of smoothed funds over the next year due to increased volatility in world financial markets and client concerns about investment returns.
Inheritance Tax (IHT) receipts in July totalled £868m, up £26m compared to the £844m recorded in July 2025, according to figures released by HMRC today.
Financial services mutual provider Wesleyan has expanded its with profits fund range with the launch of two new with profits funds aimed at the adviser market.
Four in five advisers (80%) have reported clients making changes to their investment strategies in response to the US tariffs announced in April, according to a new report.
Financial services mutual Wesleyan has partnered with SS&C Technologies to launch its own digital-first wealth management platform.
Financial services mutual Wesleyan Financial Services has appointed former FNZ CEO Paul McMahon to its board as a non-executive director.
Financial advisers believe investment markets will be more volatile this year, driven by uncertainty over inflation and Bank of England interest rate decisions.
Two-thirds of advisers (66%) say they have changed their processes as a result of the FCA’s Thematic Review of Retirement Income Advice published earlier this year.
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