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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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The Association of Member-Directed Pension Schemes (AMPS) is to host its annual Compliance and Technical Seminar on 9 October at the Hilton London Paddington.
Sipp and platform provider AJ Bell has urged Chancellor Philip Hammond to avoid slashing pension tax relief in the Budget after speculation that the Treasury will need to cut pensions relief to make up for shortfalls in revenue and to curtail the rising cost of pre and post-retirement tax benefits.
Former pensions minister Sir Steve Webb has warned that Labour Party plans for reduced state pensions from 64 “face serious practical obstacles.”
The Pensions and Lifetime Savings Association has raised concerns about the way the FCA wants information provided to clients considering a pension transfer.
IntegraFin Holdings, the holding company of wrap platform Transact, has appointed Patrick Snowball as non-executive chairman as the firm prepares to float in 2018.
The CMA has published details of the areas it plans to investigate as part of its probe into investment consultants who advise pension trustees.