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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.
Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.
Flat fee investment platform Interactive Investor (ii) is to acquire acquire the direct-to-consumer retail customer book of rival EQi for up to £48.5m.
Financial Planning firm Truinvest - set up by two ex-Mattioli Woods colleagues - has acquired two adviser firms to add to the two it acquired last year.
One in five of Generation X are now saving less or spending down their retirement savings as a result of the Coronavirus pandemic, according to a new report.
The London Institute of Banking & Finance (LIBF) has launched a new retirement planning qualification.
Hymans Robertson Investment Services has launched a discretionary model portfolio service in a move which sees it partnering with UK financial advisers directly for the first time.