News

Financial heavyweights join forces against chancellor's IHT/pension plans

Pensions

Financial heavyweights join forces against chancellor's IHT/pension plans

AJ Bell, Quilter, Hargreaves Lansdown and Interactive Investor CEOs send joint letter

clock 22 January 2025 • 2 min read
Lords committee FCA name and shame report expected 'shortly'

Regulation

Lords committee FCA name and shame report expected 'shortly'

FCA CEO and chair grilled on naming and shaming furore and growth

clock 22 January 2025 • 3 min read
FCA will have 'a lot more to say' on vulnerability in 2025

Regulation

FCA will have 'a lot more to say' on vulnerability in 2025

Treatment of vulnerable clients continues to be on regulator’s radar

clock 22 January 2025 • 2 min read
Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensions

Campaigners claim victory as HMRC overhauls pension withdrawal tax system

Pensioners over-taxed by £1.3bn since 2015

clock 22 January 2025 • 4 min read
Quilter tops table as most recommended adviser platform in 2024

Wrap/platforms

Quilter tops table as most recommended adviser platform in 2024

Last year's top ten recommended adviser platforms

clock 22 January 2025 • 1 min read
Alternative IHT/pensions strategies outlined as HMRC consultation closes

Tax planning

Alternative IHT/pensions strategies outlined as HMRC consultation closes

Ideas put forward by industry experts in post-Budget technical consultation

clock 22 January 2025 • 6 min read
Quilter platform delivers record quarterly net inflows of nearly £2bn

Wrap/platforms

Quilter platform delivers record quarterly net inflows of nearly £2bn

Fourth quarter results from Quilter

clock 22 January 2025 • 1 min read
Transact names Tom Dunbar CEO as Jonathan Gunby retires

People

Transact names Tom Dunbar CEO as Jonathan Gunby retires

Part of planned succession programme

clock 22 January 2025 • 2 min read
CMA chair Marcus Bokkerink ousted by government amid growth push

People

CMA chair Marcus Bokkerink ousted by government amid growth push

Doug Gurr replaces him

clock 22 January 2025 • 2 min read
HMRC nets £6.3bn from IHT in first three quarters of 2024/25

Estate planning

HMRC nets £6.3bn from IHT in first three quarters of 2024/25

December receipts totalled £620m up 13%

clock 22 January 2025 • 4 min read
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