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FCA proposes simplified climate reporting rules for investment products


By Jack Gray

The Financial Conduct Authority (FCA) has proposed simplified climate reporting rules for investment products, in a move it said could save investment firms around £20m a year


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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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Late estate planning could cost affluent families £12.3bn in ‘preventable’ IHT

Late estate planning could cost affluent families in the UK £12.3bn in ‘preventable’ inheritance tax (IHT) as pensions fall into scope of the tax, according to Octopus Investments

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Calton selects Pilot as technology platform for new advice proposition

Financial planning and investment management firm Calton has selected Pilot as the core technology platform for its new advice proposition Evergreen

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People moves: SEI, LGT Capital Partners, and Fidelity International

The latest appointments in the wealth management industry

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Ultra HNW growth drives global millionaire wealth to record high

Total wealth held by global high net worth individuals (HNWI) increased by 8.7 per cent to a record-high $98.3trn in 2025, the largest annual increase since 2018, a report from Capgemini has revealed

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AI to ‘reshape’ advice firms without replacing advisers

Artificial intelligence (AI) will reshape financial advice but will not replace advisers, according to a report from Hoxton Wealth

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Net UK fund sales ‘muted’ in Q1 amid geopolitical tensions

Net UK fund sales were ‘muted’ in the first quarter of 2026 as heightened market volatility continued and geopolitical tensions renewed in the Middle East, ISS Market Intelligence’s (MI) latest Pridham Report has found

JM Finn opens Cheltenham office

Wealth management firm JM Finn has opened a new office in Cheltenham, bringing its number of regional offices up to five

Tatton appoints Apex FundRock as ACD for multi-asset funds

Tatton Investment Management has appointed Apex Group’s FundRock as the authorised corporate director (ACD) for the Tatton fund range
Advisers adjusting client portfolios as bearish sentiment rises

Financial advisers are actively adjusting their clients’ portfolios as investor sentiment becomes increasingly bearish, according to a study from Schroders

Quilter Cheviot launches HNW divorcee financial support service

Quilter Cheviot has launched a service designed to support financial advisers and their high net worth (HNW) clients after divorce proceedings

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