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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.
SIPP and platform group Embark’s new ‘Advance by Embark’ platform has been added to the Origo technology integration fintech hub.
M&G has hinted that its takeover today of platform Ascentric could open the door to more SIPPs business.
A new report on retirement income has revealed that 15% of people are still working past 65 with many concerned they have enough income to retire completely.
Platform and SIPP operator AJ Bell is to open its adviser platform to selected DFM funds from the second half of 2020, it revealed in its six month interim results out this week.
The Financial Services Compensation Scheme received 4,100 extra SIPP and pensions claims 2019/20 than it expected, resulting in increased cost of £3.9m.
Momentum Pensions, a UK and international SIPP and pension provider, has appointed seasoned financial services executive Sandra Robertson as its new group chief executive as Stewart Davies hands over the role after six and a half years.