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Firms report improved satisfaction and confidence in FCA


By Jack Gray

Regulated firms have reported an improvement in satisfaction and confidence levels in the Financial Conduct Authority (FCA), the latest FCA and Practitioner Panel survey has shown


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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PlannerPal raises £4.3m in funding round led by Mercia Ventures

Artificial intelligence (AI) workflow for financial advice and wealth management firms, PlannerPal, has raised £4.3m in a round led by Mercia Ventures

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BBVA launches global offering for HNW clients

BBVA has launched Global Wealth, a new umbrella brand that brings together its premium, private banking, and ultra high net worth (HNW) segments

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WealthAi adopts AI-powered tools for onboarding and KYC

WealthAi has launched a range of artificial intelligence (AI) agents to oversee the end-to-end processes of client onboarding and KYC on the platform

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Tories pledge to remove IHT from primary residence and increase NRB

The Leader of the Opposition, Kemi Badenoch, has announced plans to cut inheritance tax (IHT) if the Conservatives win the next general election by removing family homes from the tax and increasing the nil-rate band (NRB)

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HSBC reportedly planning widespread job cuts in UK wealth business

HSBC is planning widespread job cuts in its UK wealth management business as it increasingly adopts artificial intelligence (AI) tools to help serve high net worth (HNW) clients, according to reports in the Financial Times (FT)

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Global financial assets rise to record high in 2025

Global household financial assets increased by 8.6 per cent to a record high of £228trn last year, with markets generating around four fifths of the improvement, a report from Allianz has revealed

Three in five concerned about pension tax changes ahead of Autumn Budget

More than three in five workers surveyed by Penfold are concerned about potential changes to pension taxation in the upcoming Autumn Budget, with tax relief emerging as the biggest area of concern

AI having ‘limited impact’ on advice gap despite adviser capacity gains

Artificial intelligence (AI) is having a limited impact on the advice gap, despite it providing gains in adviser capacity, according to NMG Consulting
People moves: Quilter Cheviot, Nucleus, and AJ Bell

The latest appointments in the wealth management industry

My Pension Expert acquires InterestMe client books following administration

My Pension Expert has acquired the client books and associated assets of InterestMe Advisers and InterestMe Financial Planning after the firms entered administration on 24 September 2026

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