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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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Mattioli Woods is to cease providing pension transfer advice to individuals with safeguarded benefits and is now undertaking a full review.
The managing director of global advisor firm Duff & Phelps has said Pension Freedoms have encouraged scammers.
SIPPs and SSAS firm Carey Pensions is up for sale after reporting losses for the second year in a row.
Complaints about SIPPs to the Financial Ombudsman rose by 37% over the past 12 months but complaints about IFAs fell steeply at the same time, according to FOS data released today.
Research by Aegon has revealed that 64% of people had multiple pensions.
PIMFA has defended contingent charging in a robust response to the FCA’s consultation on improving the quality of pension transfer advice.