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FCA publishes final rules for ESG rating providers


By Jack Gray

The Financial Conduct Authority (FCA) has published its final rules for environmental, social and governance (ESG) rating providers, bringing them into its regulatory scope for the first time


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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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Govt’s ILR announcement ‘good news’ for high earners

The government has proposed changes to earned settlement rules that will enable high earners who have migrated to the UK to apply for indefinite leave to remain (ILR) after three years

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Lync Wealth Management acquires two Hampshire-based advice firms

Lync Wealth Management has acquired two Hampshire-based financial planning firms, bringing around £210m of assets under advice (AUA) to the business

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Majority of savers feel anxious about investment decisions

Over half (55 per cent) of prospective investors in the UK say they feel anxious when making investment decisions, Capital.com has found

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Changes to BADR in Budget could leave advice firm sellers £30k worse off

Reducing the lifetime limit on Business Asset Disposal Relief (BADR) could leave advisers up to £30,000 worse off when they sell their advice business, according to Clifton Wealth Partnership

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Sarasin Asset Management launches US client MPS for UK advisers

Sarasin Asset Management (SAM) has launched the Sarasin US Client Model Portfolio Service (MPS) for UK advisers serving US-connected clients living outside the United States

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Confidence in personal finances falls following Budget

People’s confidence in their personal finances was more likely to have fallen than increased following the Autumn Budget, a study from Rathbones has shown

Nearly one in five unmarried Brits consider marriage to cut IHT

Almost one in five unmarried Brits are considering getting married to reduce their inheritance tax (IHT) liability, according to research by MoneySuperMarket

One in five less confident in financial plans post-Budget

Almost a fifth of people feel less confident about their financial plans following the Autumn Budget, with around one in six reviewing or planning to review their plans in the next three months, a study from RBC Brewin Dolphin has shown
FCA urges firms to challenge their approach to ‘fair value’

The Financial Conduct Authority (FCA) has called on firms to challenge their approach to assessing and monitoring ‘fair value’, three years on from the introduction of Consumer Duty

Under-45s more likely to turn to AI than advisers on financial decisions

Adults aged under 45 in the UK are more likely to initially turn to artificial intelligence (AI) than a financial adviser when making financial decisions, according to Attest

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