The number of adviser gilt purchases through AJ Bell Investventre’s gilt dealing service increased by 436% in 2024.
Read more ...Number of advisers buying gilts for clients surges
- Wednesday, 12 February 2025
- Articles

Softening of non-dom crackdown fails to stem wealth exodus
- Wednesday, 12 February 2025
- Articles

Proposals for softening the Budget crackdown on non-dom individuals have failed to reverse the wave of departures of wealthy people from the UK, according to a new report.
Read more ...Annuity sales boom expected to continue into 2025
- Wednesday, 12 February 2025
- Articles

We can expect the robust growth of annuities in 2024 to continue this year, with another potentially record year for sales possible, according to industry commentators.
Read more ...Jump in annuity buyers taking advice as market soars
- Wednesday, 12 February 2025
- Articles

Sales of pension annuity contracts jumped 24% in 2024 to 89,600, according to new data from the Association of British Insurers (ABI).
Read more ...Evelyn Partners AUM hits record £63bn
- Wednesday, 12 February 2025
- Articles

Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.
Read more ...MPs ask FCA to clarify its role in shock FOS exits
- Tuesday, 11 February 2025
- Articles

MPs on the influential Treasury Committee have today called on the FCA to explain its role in the shock departures of the Financial Ombudsman CEO and chair over the past few days.
Read more ...Brits say wealth comes from markets rather than property
- Tuesday, 11 February 2025
- Articles

Wealthy Brits are more likely to attribute their wealth to investments in financial markets than in property, with more than a third choosing market performance.
Read more ...Aggregate DB surplus rises to £239bn, says PPF
- Tuesday, 11 February 2025
- Articles

The aggregate surplus of DB pension schemes climbed to £239bn at the end of January, according to the latest Pension Protection Fund (PPF) 7800 Index.
Read more ...Hull Planner wins SJP Chartered Planner of the Year
- Tuesday, 11 February 2025
- Articles

Chartered Financial Planner Amy Gray, of Amy Gray Wealth Management in Hull, has been named St James's Place Chartered Financial Planner of the Year in St James’s Place seventh Annual Chartered Awards.
Read more ...Men’s DC pension pots twice as large as women’s
- Tuesday, 11 February 2025
- Articles

Men’s DC pension pots are twice the size of women’s on average, according to new analysis from pensions consultancy Broadstone.
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