Legislation
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PFS Autumn Roadshow explores AI in wealth management
The Personal Finance Society (PFS) 2025 Autumn Roadshow began with its first event in Surrey on Thursday, the first of a series…
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AFH announces two key appointments to drive launch of new Partnership proposition as it enters next stage of strategic growth
Leading UK financial advice firm, AFH Wealth Management, has made two new senior appointments to support the next phase of its ambitious…
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Estate planning should be a family-wide conversation: are unused pensions the catalyst many needed to start the process?
Written by Caroline Foulger, Partner at Hunters Law LLP Inheritance Tax has never been straightforward, yet many refer to it as a…
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Only four in 10 working ‘Boomers’ feel prepared for retirement
Fewer than half of workers aged 60+ feel prepared for retirement, raising concerns about the adequacy of support for people preparing for…
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Standard Life comments on the Living Wage Foundation’s ‘Life on a Low Pension’ report
Catherine Foot, Director of the Standard Life Centre for the Future of Retirement, comments on the Living Wage Foundation’s ‘Life on a Low…
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Unbiased: Client acquisition tops adviser priorities but tech adoption remains slow
New research by Unbiased Pro, the UK’s leading financial advice platform, reveals that client acquisition is the leading business priority for the next…
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Pension transfers’ risk increases by half a billion pounds in just 18 months
Projected losses from poorly informed pension transfer decisions have increased by half a billion pounds in just 18 months, according to new…
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PensionBee’s Pension Landscape 2025: South-East savers outperform other regions, while gender gap remains widest outside London
PensionBee, a leader in the consumer retirement market, has released its annual Pension Landscape for 2025. Based on analysis of more than…
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A third of UK adults have increased pension contributions and small top-ups could add thousands
With more UK adults taking pension saving into their own hands, new analysis from Standard Life reveals that even small increases in…
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Chancellor risks new ‘Omnishambles’ Budget if she raids pension tax relief
Chancellor risks new ‘Omnishambles’ Budget if she raids pension tax relief, warns Steve Webb of LCP, as new analysis highlights the political…
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FCA data shows sharp contraction in UK financial services workforce as AI, regulation, and market pressures reshape the sector
New analysis of FCA permissions data reveals a sharp contraction in UK financial services, with regulated roles falling across almost every permission type…
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Launching new AI empowered training and development software
Training and Competence (T&C) supervision has always suffered from ‘swivel chair compliance’ with supervisors and auditors using disparate resources such as check…
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Angela Rayner’s tax regret highlights adviser lessons on professional negligence
Written by Jemma Brimblecombe (Partner) and Elliot Grosvenor-Taylor (Senior Associate) in the Professional Negligence team at Kingsley Napley LLP The headlines around…
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Kathryn Mansell appointed Head of Corporate Finance at Old Mill
South West financial experts Old Mill have announced the appointment of Kathryn Mansell as Head of Corporate Finance. Kathryn’s promotion reflects Old…
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Planning for the April 2026 business property relief changes – what do advisers need to know?
Written by Neal Lees, Director, and Richard Pott, Senior Manager – Buzzacott From April 2026, the rules on passing on a business…
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TPR data sheds light on impact of Truss mini-budget with major improvements in DB funding
The Pensions Regulator (TPR) publishes today its Occupational defined benefit scheme funding analysis 2025, looking at scheme valuations from 22 September 2022…
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How AI is making financial advice smarter and scalable | Stu Breyer, mallowstreet
In his latest blog for IFA Magazine, Stu Breyer, CEO of mallowstreet, the B-Corp insights network behind SOFI, a proprietary AI tool…
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Aegon Second 50: Confidence in comfortable retirement on the rise, but gaps persist
Confidence in retiring comfortably is on the rise, with 33% of UK workers now saying they feel very or extremely confident about achieving a lifestyle they consider comfortable…
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Cutting through the chaos to help advisers take back control of their tech | Nick Ryan and David Mills, Pilot Financial Systems
Frustrated by clunky, disconnected systems, advisers Nick Ryan and David Mills decided to build the solution they wished they’d always had. With…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject to regulatory approval from the Financial…
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