A junior financial planner recently asked me if they could work from home. My answer was simple: no. It wasn’t intended as a ...

Almost 90% of eligible employees in Great Britain were saving into a workplace pension in 2024 according to the Department ...

EV has strengthened the integration between its end-to-end financial planning solution, EVPro and Intelliflo office.

The number of estates paying inheritance tax (IHT) rose sharply in the 2022/23 tax year, pushing total IHT liabilities to a record £6.7bn. This is a 12% increase on the previous year, according to ...

The wealth management arm of Schroders saw an adjusted operating profit of £110m during the first half of 2025, an increase of 24% compared to 2024.

You come back off your holidays and relay how amazing they were, but your client’s face gets longer and longer. And then you ...

Good morning and welcome to your Morning Briefing for Thursday 31 July 2025. To get this in your inbox every morning click here. SJP claws back £85m after reviewing ongoing advice compensation St Jame ...

St James's Place (SJP) has clawed back £85m of the money it expected to pay out to compensate customers for historic ongoing ...

BWS and Just Group have agreed the terms of a recommended all-cash offer that will see the UK retirement specialist acquired ...

This has been an extraordinary year for geopolitics, economics and markets: from the launch of DeepSeek, President Trump’s ...

Financial advisers are increasingly diversifying their technology choices, with AI solutions emerging as strong contenders ...

There has been a lot of focus recently on the tenth anniversary of pension freedoms. But what has been largely overlooked is ...