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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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Two rival platform 'engine' providers - who run many UK platforms including AJ Bell - have joined forces following a takeover deal.
Mercer has unveiled Mercer Money, a personal finance and ‘financial wellness’ platform allowing a company’s employees to manage their pensions and personal finances in one place.
Digital advice firm OpenMoney - which combines online and human advice - has acquired Jargonfree Benefits (JFB), the employee benefits business set up by pensions guru and cartoonist Steve Bee.
Almost 1 in 2 UK adults (48%) shun financial advisers when it comes to retirement planning advice despite evidence suggesting advised clients were far better financially prepared for retirement.
Pension savers who were overtaxed on Pension Freedom withdrawals have been repaid £535mm by HMRC since 2015.
A new report has revealed the best countries in Europe for retirees.