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The Platforms Association launches charter to modernise investment transfers


By Jack Gray

The Platforms Association has launched its Transfers Charter, bringing together organisations from across the sector to co-ordinate industry commitments to modernise how investments are transferred between platforms


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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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FCA censures CACEIS UK; firm to pay £31.7m to WealthTek clients

The Financial Conduct Authority (FCA) has censured CACEIS UK, with the asset servicing bank to make a £31.7m voluntary payment to WealthTek clients for failing to act on information that left them exposed to financial crime risk

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Mattioli Woods acquires KRD Financial Advisers

Mattioli Woods has acquired West Midlands-based financial planning firm KRD Financial Advisers for an undisclosed amount

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People moves: M&G Life, Foster Denovo, and Cazenove Capital

The latest appointments in the wealth management industry

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UK UHNW population rises by 16% despite ‘lacklustre’ economic conditions

The number of ultra high net worth individuals (UHNWI) in the UK increased by 16.3 per cent to 20,495 in 2025, despite ‘lacklustre’ economic conditions, according to Altrata’s World Ultra Wealth Report 2026

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Gender investment gap 'remains wide' despite rising wealth amongst women

The gender investment gap remains wide, St. James’s Place (SJP) has warned, with women “far less likely” to lead on decisions that shape long-term wealth than men, despite growing influence

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STEP calls for reform of 'fundementally flawed' IHT changes

The Society of Trust and Estate Practitioners (STEP) has called on the government to simplify planned inheritance tax (IHT) changes for pensions, warning that the proposed framework could create delays, increase costs, and place significant burden on bereaved families and executors

Retail investors turning to AI tools for financial decisions

Retail investors are increasingly turning to generative artificial intelligence (AI) tools to help them make investment choices, analysis from Fidelity International has shown

Headway Wealth launches family office offering

Durham-based wealth management firm Headway Wealth has launched a new family office service, Headway Wealth Family Office
PIMFA publishes non-financial misconduct guidance

The Personal Investment Management & Financial Advice Association (PIMFA) has published guidance to help wealth management and financial advice firms apply the Financial Conduct Authority’s (FCA) updated Handbook rules on non-financial misconduct

AJ Bell adds Intelliflo Zerokey to its suite of adviser tools

AJ Bell Investcentre has announced an integration with Intelliflo Zerokey, adding to its suite of adviser tools

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