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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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James Hay bosses say they are focused on “getting the basics right” on service but acknowledged there was “some way to go”, as the firm reported an adjusted operating profit £7.1 million.
Curtis Banks will examine possible acquisitions of good quality Sipp books this year, it said this morning, after announcing a profits boost.
The Chancellor has come under fire again today over another of his Budget proposals, as critics attack his “wholly ill-conceived and utterly misguided thinking on QROPS”.
A pensions mis-buying crisis is looming unless there is further action to increase the take up of advice, LV= is warning.
A new drawdown comparison table has been created to show both Personal Pensions and Sipps.
James Hay is overhauling its charges, it revealed this morning, with some fees set to be axed and a new structure established.