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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.
Wealth manager St James Place says that pension reforms will create retirement opportunities but retirees will need ongoing advice to avoid running out of money in retirement.
James Hay Partnership, the platform for retirement wealth planning, is calling on HMRC to create a Pensions Nil Rate Band (PNRB).
Barnett Waddingham, the provider of actuarial and consultancy services, has launched a pensions education service for employers looking to inform their senior-level staff on the various changes surrounding pension benefits.
Towers Watson has appointed Peter Rowles as head of its Retirement Practice for the UK and Ireland. Mr Rowles will succeed John Ball who was appointed Europe, Middle East and Africa (EMEA) head of Retirement Solutions in June this year.
Only one in three people expect to stop working completely when they retire and phased retirement will become the new norm, according to a consumer study for Aegon which also shows that few people have a formal financial plan for retirement.
Mattioli Woods' subsidiary City Pensions has acquired the pension admin business of UK Wealth Management, part of Ashcourt Rowan, for up to £355,000.