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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 number of individuals breaching the annual allowance limit for pension tax relief rose by 79%, new figures have shown.
Talbot and Muir has changed its data capture process after HMRC ramped up its due diligence.
Fergus McDiarmid, Partner and Property in Pensions Team Lead at Scottish law firm Morton Fraser, writes about why he believes the Sipp sector is showing resilience in difficult times.
The top 20 firms with the highest proportion of FOS complaints resolved in favour of the consumer in the life, pensions and decumulation category have been named.
A national IFA group fears that Treasury pension proposals will hurt the sick and redundant.
A flexible retirement, involving a gradual reduction of hours and stopping work at an acceptable age, is likely to be a mirage for millions of people based on current levels of saving.