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FCA consults on due diligence standards for SIPPs


By Jack Gray

The Financial Conduct Authority (FCA) has published a consultation that outlines standards of due diligence for self-invested personal pensions (SIPPs)


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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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Advice firms turning to third-parties to bridge data delivery gaps

Granular transaction data, firm-level management information, and consistent formatting continue to be the most prominent gaps in platforms’ and pension providers’ data delivery, according to a report from NextWealth

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HMRC IHT enquiries rise to highest level in six years

Formal inheritance tax (IHT) enquiries opened by HMRC reached their highest level in six years in 2025/26, data obtained by Price Bailey has shown

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Scottish Widows moves LoA servicing to Origo’s Unipass LoA

Scottish Widows is set to move all its Letter of Authority (LoA) servicing through Origo’s Unipass LoA digital channel, becoming the first major UK provider to mandate a single digital channel for LoAs

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Advice firms ‘running out of road’ due to outdated models

Advice firms are “running out of road” as the models used to build the UK advice industry are now holding it back, a joint white paper has argued

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Investment platforms moving ‘decisively’ to address AI-powered cyber threats

Retail investment platforms are moving ‘decisively’ to address the challenges posed by artificial intelligence (AI)-powered cyber threats, leading a coordinated response to a sharp rise in cyberattacks, a report from The Platforms Association and Deloitte has stated

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Government IHT receipts rise in May while CGT take falls year-on-year

The government’s inheritance tax (IHT) receipts increased in May 2026, while its capital gains tax (CGT) take fell year-on-year, according to the latest figures from HMRC

WealthAi launches AI-driven client management solution

WealthAi has announced the launch of an AI-powered client management solution for wealth managers and private banks

Cross-border financial planning firm AAF Financial Planning Europe launches

A new firm aiming to simplify cross-border financial planning for British expats in Europe, AAF Financial Planning Europe, has launched
Investors reshaping portfolios in preparation for greater market volatility

Global investors are reshaping portfolios as they reassess traditional asset allocation and look towards active management amid geopolitical uncertainty and market concentration, according to a study from Schroders

Fenchurch Advisory Partners to combine with Broadhaven Capital Partners

Investment banking advisory firm Fenchurch Advisory Partners has entered into a definitive agreement to combine with Broadhaven Capital Partners to create an international investment bank serving the financial services sector

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