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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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Failed SIPP firm clients updated ahead of legal judgment
Clients of failed SIPP provider Hartley Pensions Limited - who have had funds ring-fenced - have been given an update from joint administrators UHY Hacker Young ahead of a legal judgment expected in late October.
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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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5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
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Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
SIPP firm launches new commercial property businesses
Rivergate Legal, led by solicitor Gemma Millard, has received approval from the Solicitors Regulation Authority and is already moving forward with client instructions.
It offers a range of legal services to SIPP, SSAS and open market clients relating to their commercial properties.
Ms Millard said: “For some time there has been strong demand for professional legal services combined with practical experience of pension regulation.
“My team at Rivergate are beginning to meet this demand.
“With the experience of the firm’s management team we can provide a high quality and effective streamlined legal service to our clients.”
Curtis Banks has also established Templemead Property Services, which has received Royal Institute of Chartered Surveyors accreditation and is currently in the process of recruiting valuers.
The business will provide valuation services, as well as negotiating other professional services on behalf of the Curtis Banks Group.
Rupert Curtis, of Curtis Banks Group chief executive, said: “With over 7,000 commercial properties within our group, offering an in-house solution to a number of related services makes perfect sense to both us and our clients.
“Blending these professional services with our SIPP and SSAS experience makes a compelling solution for our clients, and we anticipate demand for both businesses growing in the future.”