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 ...Worried clients turning to Planners as IHT take soars
- Friday, 21 February 2025
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4 providers dominate personal pension recommendations
- Friday, 21 February 2025
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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
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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
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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
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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
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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
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Hargreaves Lansdown has partnered with the University of Bristol to provide a financial wellbeing course for its students.
Read more ...Tavistock completes takeover of £3bn AUM DFM
- Thursday, 20 February 2025
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Wealth manager Tavistock has completed its £6m deal to buy asset manager and Discretionary Fund Manager (DFM) Alpha Beta Partners (ABP).
Read more ...Senior FCA exec defends email deletion
- Wednesday, 19 February 2025
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The FCA has defended its plans to delete emails after one year and denies it is trying to hide evidence and avoid scrutiny.
Read more ...High spending retirees could run out pension 10 years early
- Wednesday, 19 February 2025
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Many retirees could empty their pension pots by their late 70s - leaving nine years of retirement unfunded, a major pension provider has warned.
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