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Business and Development
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Benchmark adds £200 million with agreement to acquire Robertson Baxter
Benchmark Capital (“Benchmark”), a leading provider of financial planning solutions and part of the Schroders Group, is today announcing that it has…
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Over half of investors aware of SDR labels, but jargon hinders green investment
Over half (52%) of investors are aware of the FCA’s Sustainability Disclosure Requirement (SDR) investment labels, but vague wording and jargon remain…
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Saltus Wealth Index falls to record low as confidence among high net worth individuals declines significantly
Majority of high net worth individuals (HNWIs) that voted for Labour now regret their decision and expect taxes to rise again Overall…
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Scottish Widows – 72% want a responsible pensions from their employer
Nearly three-quarters (72%) of UK employees say it is important that their employer offers a responsibly invested pension, new research from Scottish…
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Generative AI within Dynamic Planner
Dynamic Planner unveils 2025 developments set to transform financial advice with support for smartphone fact finding, data driven Insights and Generative AI…
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Gender pension gap set to keep rising with fewer women contributing less to occupational DC pots
Analysis from independent financial services consultancy Broadstone highlights a persistent pension gender gap with a notably smaller proportion of women contributing to…
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Last-minute cash ISA savers make March the second busiest ISA month
Nearly one in 10 cash ISA savers leave it late, waiting until near the end of the tax before making a lump…
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Financial ombudsman service to start charging professional representatives to refer cases
The Financial Ombudsman Service has today announced that it will make its funding arrangement fairer by proceeding with a proposal to charge…
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Isio completes acquisition of risk settlement specialist K3 Advisory
Isio Group Limited (“Isio”) today announces the completion of its acquisition of K3 Advisory Limited (“K3”), the insurance and risk settlement specialist,…
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Five new hires for LAVA, M&A advisory growing at pace
LAVA Advisory Partners, a London-based M&A advisory, has announced five new hires – three Associate Directors, an Analyst and its first Operations…


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