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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.
The SIPP and SSAS provider agreed to make two acquisitions totalling over £50m: SIPP and SSAS provider Talbot and Muir, and fintech provider Dunstan Thomas.
The FCA, PRA and Bank of England are consulting on an updated Complaints Scheme to make it simpler and more "user friendly."
UK and international SIPP provider Momentum Pensions is rebranding its SIPP business as iPensions Group to underline its technology-led strategy.
The Personal Finance Society is working with the new International Association for Sustainable Economy (IASE) to create ESG (environmental, social and corporate governance) qualifications for UK and International Standards.
Xafinity SIPP has launched a new mobile-friendly ‘SIPPCentre’ hub which it says will boost service to clients and financial advisers by adding more extensive features and document storage.
A nudge from a pension provider drove three times as many savers to seek guidance during research by the Money and Pensions Service.