Legislation
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NuWealth rebrands to Quilter Invest
NuWealth, the digital savings and investment platform which is part of FTSE-250 wealth manager, Quilter, has today rebranded as Quilter Invest. This…
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AdvisoryAI whitepaper reveals path to triple advice firm valuation through AI-enabled efficiency
AdvisoryAI, winner of the Schroders Outstanding Innovation Award, today released research demonstrating how AI implementation can double adviser capacity and triple firm…
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CISI marks World Financial Planning Day 8 October highlighting the CFP™ mark, the UK’s highest financial planning certification
Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and educational charity the CISI will join…
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Luxury Engagements, luxury weddings, and… luxury divorces? Legal insight for advisers on supporting UHNW clients
Recent news of celebrity engagements – including that of Taylor Swift’s engagement to Travis Kelce – shines a spotlight on the intertwining…
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Carla Brown elected PFS President for second year
Carla Brown will continue as President of the Personal Finance Society (PFS) for a second year, following her reappointment at the most…
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Rathbones warns on kneejerk pension withdrawals amid pre-Budget regrets
Rathbones, one of the UK’s leading wealth management firms, is warning that fears over pension tax changes are driving premature withdrawals of…
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Dynamic Planner strengthens Go-To-Market leadership team to accelerate growth
Dynamic Planner, the UK’s leading digital advice platform, has announced a series of senior appointments across its customer facing teams to further…
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Just Group announces ground-breaking retirement solution on leading platform Fundment
Retirement specialist Just Group today announces the introduction of Fixed Term Investment (FTI), a structured pension investment delivering guaranteed income and/or guaranteed…
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AJ Bell Investcentre launches suite of adviser tools from Mabel Insights
AJ Bell has announced the launch of a new suite of planning tools, developed in partnership with Mabel Insights, now available to…
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Microsoft Excel turns 40: CFOs celebrate the technology’s contribution and predict its future role in finance
Microsoft Excel has turned 40 years old today, marking a milestone age for the trusted spreadsheet software. Initially released on September 30th,…
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Rathbones: Gen Z need £3m+ for comfortable retirement
Young people typically now in their 20s, known as Generation Z, are likely to need at least £3 million to retire comfortably due to…
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Fintel launches standalone distribution platform, Omnicore
Fintel has announced the launch of Omnicore, an intelligent distribution platform designed to provide a strategic conduit between providers and advisers. Launched…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Vanguard appoints Gillian Hepburn to expand UK adviser solutions offer
Vanguard today announced the appointment of Gillian Hepburn to the role of head of adviser solutions, UK. The appointment reflects Vanguard’s ongoing…
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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals, but new…
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HSBC UK awarded ‘Advanced’ Mental Health Accessible rating
HSBC UK’s ‘Advanced’ rating is the second of three levels firms can achieve through the Mental Health Accessible programme (the bank reached…
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Past Lessons, Future Gains: SPP offers recommendations for improving collective schemes role in current pensions landscape
The Society of Pension Professionals (SPP) has published a thought leadership paper “Past Lessons, Future Gains” which examines the case for DB…
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AIC calls out “frustrating” lack of progress on Pension Schemes Bill
The Association of Investment Companies (AIC) has expressed disappointment that the government has not taken the opportunity to amend the Pension Schemes Bill in…
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Standard Life to launch next generation private markets default strategy
Standard Life is launching Future Opportunities, a new alternative default pension strategy designed to enhance outcomes through exposure to private assets, complementing…
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The art of storytelling for financial advisers: Explaining money like a human
Financial advice is about more than numbers. It is about people, their goals and the stories that help them make sense of…
