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Younger advisers more likely to be working with new clients – latest research reveals their value may be bigger than we realise
Featuring the views of over 200 financial advice professionals, NextWealth and Aegon’s latest research guide, Organic Growth for Financial…
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State pension set to come within inches of frozen personal allowance next April
This Wednesday’s ONS inflation figures will reveal how much the state pension will rise from April 2026. With…
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Vanguard’s 2025 Adviser Survey: when it comes to advice investors value relationships over performance
Vanguard’s Advisory Research Centre (ARC), today launched the inaugural Client Connect: Vanguard Advice Survey 2025. Based on responses from…
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Brooks Macdonald announces sponsorship of UK tennis star Lloyd Glasspool
Brooks Macdonald, a UK focused wealth management company, is delighted to announce its official sponsorship of professional tennis…
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Octopus Ventures appoints Head of Portfolio Strategy
Octopus Ventures, part of Octopus Group and a pan-European Venture Capital team investing in the people, ideas and…
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St. James’s Place comments on potential cash ISA limit changes in the upcoming Autumn Budget
Responding to reports that the Treasury may halve the annual cash ISA allowance to £10,000 in the forthcoming…
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Borrowing strain means Chancellor likely to need to raise £25bn in taxes
Mounting pressure on public finances has left Chancellor Rachel Reeves facing a £25bn tax rise to balance the…
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Pension transfer times speed up again ahead of Autumn Budget
Pension transfer times have been getting steadily faster throughout 2025, according to the latest Origo Transfer Index (OTI)…
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UK borrowing crisis makes pension tax raid ‘almost inevitable’, warns deVere
The sharp rise in UK government borrowing has created a fiscal squeeze that makes a tax raid on…
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Households urged to ‘prepare, not panic’ as inheritance tax worries rise ahead of Autumn Budget
Jonathan Halberda, specialist financial adviser at Wesleyan Financial Services, warns that growing speculation over inheritance tax reforms is…
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