4+ hour, 13+ min ago  (775+ words) For decades, financial advice has focused on one central objective: delivering suitable recommendations. Risk tolerance, objectives, capacity for loss, investment time horizons and robust research processes have formed the foundation of good advice. And rightly so. But a new challenge…...

1+ week, 1+ day ago  (464+ words) Nearly all advisers say pension inheritance tax (IHT) reforms are now a major concern for clients, with many expecting significant estate-planning changes ahead of the measures taking effect in April 2027. According to Schroders" 2026 UK Financial Adviser Pulse Survey, 99% of advisers…...

2+ week, 2+ day ago  (876+ words) With "5trn expected to pass from baby boomers to their families by 2050, there's a great deal of excitement, if not a little handwringing, around the impending great wealth transfer. But there's an elephant in the room. While we obsess over where…...

3+ week, 6+ hour ago  (800+ words) AJ Bell adds 79, 000 customers in six months AJ Bell has reported a sharp rise in profits and customer growth for the first half of the financial year, as strong inflows helped push revenues up 19%. The platform added a record 79, 000 customers…...

3+ week, 3+ day ago  (351+ words) Families are still having to "battle" technology companies to gain access to the digital assets of loved ones after death, according to TWM Solicitors. Stuart Downey, partner and head of the will, trust and estate disputes team at TWM Solicitors,…...

4+ week, 1+ day ago  (246+ words) The Financial Conduct Authority (FCA) is launching a review into how consumer investment firms support bereaved customers, amid concerns many are not receiving the help they need. The regulator said the review will examine firms that advise, manage or administer…...

1+ mon, 3+ day ago  (319+ words) The Chartered Insurance Institute Group has warned that the financial planning profession is underprepared for what it describes as the largest intergenerational transfer of wealth in UK history, estimated to total "5. 5tn by 2050. Findings from the CII's Great Wealth Transfer Roundtable…...

1+ mon, 2+ week ago  (929+ words) While progress has undoubtedly been made in recent years, there is still a noticeable gender pensions gap between men and women " something that has real consequences. On average, a 55yearold woman today lives three years longer than a man of the…...

2+ mon, 1+ week ago  (698+ words) Reassured passes 30, 000 policies in trust using digital form Reassured has placed more than 30, 000 customer policies into trust using its digital universal trust form, as it looks to simplify a traditionally paper-heavy process. The UK's largest life insurance broker said the…...

2+ mon, 4+ week ago  (348+ words) Changes to inheritance tax rules on pensions are expected to significantly influence advisers" retirement product recommendations, according to new research from Platforum. One notable trend is the growing use of natural income portfolios. The report found 43% of advisers now recommend…...