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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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Transfer values rose during July 2019, while the number of DB transfers also increased, according to XPS Transfer Watch, which monitors how market developments have affected transfer values for an example member, as well as how many members are choosing to take a transfer value.
A pensioner aged 76 who thought he was not entitled to the state pension has received a backdated windfall of £132,800 after intervention from an equity release adviser.
SIPP operator Curtis Banks has introduced the Prudential Trustee Investment Plan (Pru TIP) to its Your Future SIPP.
Savers withdrew £2.75billion flexibly using the pension freedoms in Q2 2019, up 21% compared to a year earlier, new figures have revealed.
The Pensions Regulator has called for small pension schemes to quit the market after new research findings.
The FCA’s ‘Retirement Outcomes Review’ policy statement has come under fire from SIPPs specialists.