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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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Around 2.4 million grandparents are breaking open their pension piggy banks to help their grandkids, a study has indicated.
SSAS sales at Xafinity have risen every quarter this year, the firm reported, with about a typical year’s worth coming in just six months.
About 14 million people aged 25-34 could be underestimating the pot they need at retirement by nearly £400,000, new research has suggested.
Nearly one in four over-55s plans to take cash out of their pension funds while still working.
The CII is to launch a new pensions exam unit to support professional standards in the sector.
The total property wealth of over-55s in England will double to almost £2.5trillion by 2035, according to research by Age Partnership, a retirement income specialist.