Legislation
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Intergenerational wealth transfer is major client priority as financial planning firms invest in technology to enhance client experience
Clients of financial planning firms are increasingly looking for support with long-term priorities across retirement, estate planning and intergenerational wealth transfer, according…
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Mandating pension investment in UK assets ‘risky’ move that could worry savers
David Brooks, Head of Policy at leading independent consultancy Broadstone comments on the latest Pensions Investment Review. “The Pensions Investment Review is…
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Adviser insight: Financial advisers need enablers, not blockers says Rosemount’s Ahmed Bawa
One of the challenges financial advisers face is the sheer breadth of areas that clients may want support with. This isn’t about…
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‘Risk that government pension reforms lose sight of member interests’ – ‘a step too far’ says Laura Myers, LCP
The Government’s focus on ensuring that all workers are enrolled in a pension scheme which provides good value for money is to…
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P1 Investment Services hires former M&G and Standard Life platform specialist James Bishop
P1 Investment Services, operator of the P1 Platform, has appointed James Bishop as Senior Platform Account Manager. This appointment marks the latest move by P1…
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Pension advisors seeing large number of scheme surpluses and offer varied views on trustee considerations
As the Government this month confirmed plans for new freedoms to safely release surplus funding to unlock investments and benefit savers, the Society for…
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New website launches to boost female representation in finance
Scottish Widows has partnered with professional networking group Her Wealth Network to launch a new website, in a bid to address gender…
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Grandparents flock to little-known childcare credit scheme to boost state pension by £330 a year
A record number of grandparents and family members are applying for a government scheme that can add thousands of pounds to their…
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Living Pension now extended to defined benefit schemes
The Living Pension accreditation now extends to Defined Benefit pension schemes, the Living Wage Foundation announced today. The Living Wage Foundation can…
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New analysis of HMRC data shows people in their 20s save only 2.5% of their earnings into pensions
UK individuals in their 20s should increase their annual pension contributions by £22 billion, up from the £2 billion they are currently…
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A guessing game: 1 in 6 UK adults relying on gut instinct to estimate retirement needs
Millions of UK adults are heading toward retirement with little more than a hunch, new research from Standard Life’s Retirement Voice report…
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HMRC publishes research around ‘hypothetical’ cuts to salary sacrifice for workplace pensions – shows potential cuts ‘firmly on the agenda’ says Steve Webb, LCP
Steve Webb shares his reaction to latest Government research published today and commissioned by HMRC entitled “Understanding the attitudes and behaviours of…
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The Openwork Partnership welcomes Bain Capital as Strategic Investor as Network continues Growth Story
The Openwork Partnership (Openwork), one of the UK’s largest financial advice networks, today confirms the completion of the transaction that sees Bain…
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Saltus to acquire specialist financial planning business Delta Financial Management
Saltus, the wealth management and financial planning business, has announced the acquisition of Delta Financial Management (“Delta”), a specialist financial planning business…
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Pension credit processing times peaked at 87 days as applications surged following unpopular winter fuel payment cut
New figures obtained via a Freedom of Information request by Quilter, the pension provider and financial adviser, reveal that pension credit application…
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Rosemount Financial Solutions continues growth with new advisers
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, has continued its strong growth trajectory into 2025, welcoming seven new…
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Industry standard developed to transform platform account opening for advisers
Advisers will experience significant time savings and enhanced client service due to the development of Criterion’s new Platform Account Opening (PAO) Standard. …
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New service from The Pensions Regulator to help unlock pensions industry innovation and boost saver outcomes
A new service has been launched by The Pensions Regulator (TPR) to help support innovation in savers’ interests and potentially boost economic…
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Rathbones Asset Management appoints specialist to multi-asset team
Rathbones Asset Management Limited (RAM), has appointed Thomas Whitfield as the investment specialist for the Rathbone Multi-Asset Portfolio fund range. He will…
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New figures show Govt. failing to reach ‘vast majority’ of mothers still suffering from state pension underpayments – ‘deeply disappointing’ says Steve Webb, LCP
New statistics and supporting research published today by DWP show that efforts to fix state pension underpayments have so far failed, according…
