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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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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.
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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.
Transact has added an integration facility to allow users of the third party Timeline pension app to import Transact client portfolio data to help with pension drawdown planning.
Standard Life Wrap, the adviser platform, is to to cut some SIPP charges in a move to simplify and reduce charges overall for using its platform.
XPS Pensions Group has signed up to support the Valuable 500, a global movement which puts ‘disability inclusion’ on the business leadership agenda.
A total of 546 firms have admitted making errors in their MiFID II transaction reporting to the FCA since the new regime began two years ago, according to a study out today.
Platform and SIPP provider AJ Bell saw pre-tax profit rise by 33% to £37.7m in the year ended in September, the company reported today.