There’s overwhelming opposition to the proposed introduction of IHT on unused pensions, according to a new survey conducted by SSAS provider WBR Group.
Read more ...Aggregate DB surplus falls to £233bn, says PPF
- Tuesday, 11 March 2025
- Articles

The aggregate surplus of DB pension schemes fell to £232.7bn at the end of February, according to the latest Pension Protection Fund (PPF) 7800 Index.
Read more ...Ludlow Trust acquires HSBC's trust company
- Tuesday, 11 March 2025
- Articles

Ambitious trust company Ludlow Trust has bought HSBC Bank's trust business for an undisclosed amount.
Read more ...Aegon launches family price match for workplace pensions
- Tuesday, 11 March 2025
- Articles

Retirement specialist Aegon has launched a new initiative for workplace pension members to allow them to give loved ones access to the scheme price benefits when they take out an ISA.
Read more ...Advisers rethink pensions advice after Budget changes
- Tuesday, 11 March 2025
- Articles

The IHT changes announced in the Autumn Budget have triggered a shift in the advice that IFAs are providing to their clients, according to a new study.
Read more ...FCA and ICO to investigate Consumer Duty and AI
- Tuesday, 11 March 2025
- Articles

The FCA and ICO will investigate whether the Consumer Duty and other factors are potentially slowing down the development of AI in the regulated sector.
Read more ...SJP CEO paid £3.4m including £1.7m bonus
- Monday, 10 March 2025
- Articles

St James’s Place chief executive Mark FitzPatrick saw his pay package reach £3,389,958 last year, including a bonus of almost £1.7m.
Read more ...Clifton Wealth acquires 7 Financial Planning firms
- Monday, 10 March 2025
- Articles

Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired seven Financial Planning firms in England and Wales for undisclosed amounts.
Read more ...Evelyn hires 2 Financial Planners in north of England
- Monday, 10 March 2025
- Articles

Wealth manager and Financial Planning firm Evelyn Partners has appointed two Financial Planners and an investment manager to its Leeds and Newcastle offices.
Read more ...Annuity rates surge to 16-year high
- Monday, 10 March 2025
- Articles

Annuity incomes have surged to a 16-year high as the market booms, according to the latest data from Hargreaves Lansdown’s annuity search engine.
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