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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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One in two annuity customers stay put with their original pension provider rather than shopping around despite the arrival of the new pension freedoms.
Pension transfer values continued to show considerable volatility in the second quarter of this year and decreased by 3.7% in June during the month.
Major platform provider AJ Bell has appointed a new sales director to work on their SIPP products.
Talbot and Muir has reported a 66% increase in new SIPP cases compared to this time last year.
Pensions provider The Embark Group has snapped up one of James Hay’s executive team and announced three other senior appointments.
Most advisers have had ‘significant issues’ with the tapered annual allowance rules, a Sipps firm has found.