For financial services professionals studying for Chartered Insurance Institute (CII) exams, staying up to date with the ...

Advisers are seeing a surge in demand for clients seeking advice on inheritance tax (IHT) planning, new research from ...

True leadership is not simply about being at the pinnacle of a business. Rather, it is about becoming someone truly worth ...

Evelyn Partners boss Paul Geddes is “excited about the opportunities ahead” as the business refocuses solely on wealth ...

LV= in 2024 saw its growth in its protection sales by 12% to £398m but its profit before tax dropped by 52% to £51m from ...

AJ Bell has agreed to sell its Platinum Sipp and SSAS business to InvestAcc Group for a in a deal worth up to £25m. The sale ...

The term ‘golden years’ is commonly associated with the early years of retirement. For many, retirement must wait until they ...

Good morning and welcome to your Morning Briefing for Thursday 27 March 2025. To get this in your inbox every morning click here. AJ Bell sells Platinum Sipp and SSAS business AJ Bell has agreed to ...

Private equity-backed consolidator Shackleton has added £200m AUM with the acquisition of London-based advice firm PK Financial Planning. The purchase includes PK Employee Benefits, a division of PK ...

A lack of clarity - or indeed any meaningful mention of pensions - in yesterday's Spring Statement is "disheartening" experts have said.

Fintech and support services provider Fintel has appointed Tom Hegarty as the new chief executive of its subsidiary Simplybiz, effective from 1 April 2025.

Phoenix Group has announced the appointment of Wipro as a new strategic partner under a Business Process Outsourcing (BPO) ...