Average defined benefit pension values have fallen to their lowest rates since the XPS Group’s Transfer Watch was established in 2018.
Read more ...Tech savvy advisers outperforming rivals
- Monday, 28 April 2025
- Articles

Financial advice firms fully embracing technology generate more revenue and have more assets under advice and clients than low adoption rivals.
Read more ...Essex financial advisers declared in default
- Friday, 25 April 2025
- Articles

Colchester-based financial advisers Mr G and Mrs P Speller - trading as Solutions Financial Services (FRN 457106) - have been declared in default by the Financial Services Compensation scheme 11 years after losing their FCA authorisation.
Read more ...Quilter donates £25,000 to Myanmar Earthquake Appeal
- Friday, 25 April 2025
- Articles

The Quilter Foundation, the charity arm of wealth manager Quilter, has donated £25,000 to the Disasters Emergency Committee Myanmar Earthquake Appeal to support vital humanitarian aid following the earthquake that struck Myanmar last month.
Read more ...InvestAcc revenue up 16% after SIPP acquisitions
- Friday, 25 April 2025
- Articles

SIPP and SSAS provider InvestAcc has reported revenues increased 16.3% to £10.5m in the six months to the end of December, up from £9m in the same period in 2023.
Read more ...FCA simplifies supervisory letters
- Friday, 25 April 2025
- Articles

The FCA has made it easier for Financial Planners to find up-to-date supervisory communications on its website.
Read more ...Turmoil is fuelling higher demand for financial advice
- Friday, 25 April 2025
- Articles

Global economic uncertainty is fuelling significant growth in demand for financial advice from worried clients, according to a survey of nearly 200 UK financial advisers.
Read more ...Jupiter assets fall by £1bn as outflows continue
- Friday, 25 April 2025
- Articles

Jupiter Fund Management saw assets under management fall by £1bn to £44.3bn in the first quarter as high retail outflows continued to bite.
Read more ...Martin Tilley: Why SSAS regulation is necessary
- Thursday, 24 April 2025
- Articles

In this special Guest Column for Financial Planning Today, SSAS expert Martin Tilley looks at the need for SSAS regulation and asks whether we are moving closer to new rules. Martin writes regularly for Financial Planning Today's sister website SIPPs Professional which can be viewed here: https://www.sippsprofessional.co.uk/
Read more ...Advised customer numbers up 7% for AJ Bell
- Thursday, 24 April 2025
- Articles

Total advised customers for investment and SIPP platform AJ Bell rose 7% year-on-year to 177,000 in the first quarter.
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