A new intermediary wealth director will join Scottish Widows in October. Jenny Davidson joins the firm from Quilter where she ...

Unlike the summers of old, these days the provision of ongoing advice continues for firms even as clients head to the beach.

As non-financial misconduct becomes a test of regulatory fitness, how far can a senior manager be held responsible for the ...

An IFA consolidator backed by private equity firm Inflexion and Tatton Management has been launched. The firm, called ...

Via Newspage, advisers attributed the rise in Google searches to Reeves’ plans to bring IHT into the scope of pensions from April 2027. David Stirling, independent financial adviser at Mint Wealth Ltd ...

Utmost Wealth Solutions grew assets under management to £107bn in the first half of 2025, up from £103.5bn at the start of ...

The average fixed-mortgage rate has continued to edge closer to 5 per cent over July, currently standing at 5.04 per cent, ...

has paid out more than £20,000 to a widow after it was paying the incorrect amount to her late husband’s pension.

The number of people paying dividend tax is expected to hit a record 3.67mn people in the 2024-25 tax year. A Freedom of ...

Two in five (40 per cent) independent financial advisers think that easier access to personalised advice will lead more people to seek advice from them or their firm, research from Opinium has ...

This shift opens the door for a new approach in how we communicate protection, and advisers are uniquely placed to bridge the gap between interest and action. “By reframing protection as a proactive ...

When you discover characters like Santa Claus as a company director and ultimate beneficial ownership with a registered ...