Assets managed on behalf of retail investors hit 28% in 2024, higher than pension funds (27%) for the first time, according ...

The plan to lift inheritance tax (IHT) exemption on pensions is causing “vast” changes to advisers’ working lives, according ...

Assets managed on behalf of retail investors hit 28% in 2024, higher than pension funds (27%) for the first time, according to the Investment Association (IA).

Businesses could pay lower Financial Ombudsman Service (FOS) case fees under plans to cut costs when complaints are resolved ...

A lifetime limit on gifting linked to inheritance tax (IHT) planning could be introduced by the government as it looks to plug the growing budget deficit, The Guardian reports.

Tatton Asset Management (Tatton) chief commercial officer Justine Randall has said that its investment into independent ...

Quilter is the most recommended adviser platform by value for the first half of 2025, Defaqto has found. The findings are ...

Prior to joining Alvarez & Marshal, Barker spent ten years at Aviva including as CEO of wealth, Aviva Health chair and ...

Fiona Oliver talks to Jenna Brown about her coaching-led leadership style, explains why she sees herself as a cox in a rowing ...

Terry Huddart continues his platform innovation series for Professional Adviser with a look at the Scottish Widows Platform ...

Those under minimum pension age will see inheritance tax (IHT) applied on their pots when they pass away, in a move that has ...

PA360 North, the premier management conference designed for financial advisers seeking to grow their business and improve ...