The income tax paid by people in retirement has risen by over 40% in two years, according to new data from HMRC.

The number of centenarians in England and Wales - those aged 100 or more - has more than doubled since 2002, according to new data from the Office for National Statistics.

Lloyds Bank is to create a new AI-enabled simplified advice service under its Lloyds Wealth brand.

Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits grew 11% in the first half of this year to £11.8m.

The 10th annual World Financial Planning Day will take place on 7 October, the Financial Planning Standards Board (FPSB) - the global standards setting body for the Certified Financial Planner designation - has announced.

Bristol-based Financial Planning firm Integrity365 has acquired the financial services arm of Turner Insurance Group in Leicester.

Four in five (82%) wealth managers expect retail clients to increase investment in private equity investments over the next five years.

Increasing numbers of investors are turning toward passive fund managers as active funds underperformed in the first half of this year, according to a new report.

Net outflows rose 44% year-on-year to £1.3bn for Aberdeen’s Adviser business in the first half of 2026, due to elevated redemption activity.

Net inflows at wealth manager St James’s Place fell by £1.1bn in the first half to 30 June from £3.8bn to £2.7bn, the company reported today.