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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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A pensions advisory firm believes that the tax-free cash lump sum could be under threat.
Nearly 94% of advisers support calls to re-introduce a Sipp permitted investment list, a survey has suggested.
A trio of new senior managers have been appointed by Sipp provider James Hay as part of a recruitment drive – with two joining from Cofunds.
Only about two in ten Britons are putting money aside for retirement – a fall by 16% since 2007 – a study on savings trends has discovered.
Britons are "sleep walking into a tax trap" with widespread ignorance about what the lifetime allowance is, a study has found.
A new senior manager has been signed up to head up pensions administration at Sipp and SSAS business City Trustees.