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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 Treasury has teamed up with a pensions firm to start a pilot scheme for a pension passport.
An increase in ombudsman complaints about UCIS has been predominantly driven by the rise in complaints from consumers who had taken out Sipps.
The difference between the average purchase funds size for a lifetime annuity versus drawdown has grown almost three times bigger since the launch of the pension freedoms, research suggests.
As Father’s Day approaches this weekend research has suggested that more than a third rely on their dad for pension and savings advice.
Pensions administration company Equiniti has announced contingency plans for overseas pensioners in Greece.
A Buckingham based wealth management firm is set to be taken over by Mattioli Woods in a deal worth £7m.