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Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
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90% of advisers report leap in IHT enquiries
More than nine in 10 financial advisers (92%) have seen a rise in enquiries about inheritance tax in the run-up to the Budget on 26 November, according to a new report.
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
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Failed SIPP firm clients updated ahead of legal judgment
Clients of failed SIPP provider Hartley Pensions Limited - who have had funds ring-fenced - have been given an update from joint administrators UHY Hacker Young ahead of a legal judgment expected in late October.
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5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
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Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
Platform and SIPP provider AJ Bell has added the Aquis Stock Exchange (AQSE) to its online trading platform to expand the investment choices available for clients.
Assets under administration for Curtis Banks increased by 11% to £32.4bn in 2020 (2019: £29.1bn) including five months of contribution from the Dunstan Thomas acquisition and two months contribution from the acquisition of Talbot and Muir.
A Court of Appeal Judge has overturned a previous High Court ruling to side with claimant Russell Adams against Carey Pensions in the long-running ‘Adams’ case.
Almost two-thirds (63%) of investors think pension and investment providers need to be more environmentally transparent in where they invest their pensions, according to a new report.
The Financial Ombudsman is to increase its case fee by £100 to £750, according to its new budget and financial plans published today.
The pension system is failing to support mothers and career breaks taken by women are a driving factor behind the gender pension gap, according to a new report.