The FCA has cancelled the part 4A regulatory permissions of Bromley-based firm HLU Ltd (FRN: 938123).
Read more ...FCA finds most ongoing suitability reviews delivered
- Monday, 24 February 2025
- Articles

The Financial Conduct Authority’s review of ongoing advice data from 22 of the largest financial advice firms has found that suitability reviews were carried out in the vast majority of cases.
Read more ...£67bn of investor money stuck in 137 'dog' funds
- Friday, 21 February 2025
- Articles

Bestinvest’s Spot the Dog report, which highlights consistently underperforming funds, has revealed that investors have £67.4bn tied up in 137 poorly performing ‘dog’ funds.
Read more ...Worried clients turning to Planners as IHT take soars
- Friday, 21 February 2025
- Articles

IHT receipts for the government in January leapt to £639m, up 15% on the £556m received in January 2024, according to new HMRC figures published today.
Read more ...4 providers dominate personal pension recommendations
- Friday, 21 February 2025
- Articles

Four providers accounted for over two thirds of all personal pension recommendations from financial advisers using Defaqto’s Engage software in 2024.
Read more ...Aegon adviser platform outflows continue
- Friday, 21 February 2025
- Articles

Aegon’s UK adviser platform continued to see net outflows in the second half of 2024, according to its latest financial results.
Read more ...FSCS declares West Yorkshire Planner in default
- Thursday, 20 February 2025
- Articles

West Yorkshire adviser firm Reis Financial Planning Ltd (FRN: 673257) has been declared in default by the Financial Services Compensation Scheme today after a first claim against the firm was upheld.
Read more ...Net flows continue negative trend for Utmost
- Thursday, 20 February 2025
- Articles

Wealth manager Utmost Wealth Solutions has reported a second year of net outflows, with total net outflows of £0.4bn in 2024, according to a trading statement released today.
Read more ...2 in 3 set to delay retirement due to finances
- Thursday, 20 February 2025
- Articles

More than 2 in 3 workers (70%) expect to delay retirement and continue to work due to financial reasons, according to a new report.
Read more ...Hargreaves backs Bristol Uni financial wellbeing course
- Thursday, 20 February 2025
- Articles

Hargreaves Lansdown has partnered with the University of Bristol to provide a financial wellbeing course for its students.
Read more ...