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FCA consults on simplifying pension and investment advice rules


By Jack Gray

The Financial Conduct Authority (FCA) has published a consultation on updated advice rules, seeking views on how to make it easier for firms to give simplified forms of personalised financial advice


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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Wealth Club launches ‘UK first’ private markets SIPP

Wealth Club has launched a dedicated private markets self-invested personal pension (SIPP), aiming to provide a “mind-shift” to long-term investment horizons amid high market volatility

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Quilter selects Aveni to support introduction of AI in advice operations

Quilter Financial Planning has chosen Aveni to support the deployment of artificial intelligence (AI) into its day-to-day advice operations

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Private wealth clients warned against trying to time the market

Private wealth clients should focus on building resilience in their portfolios through broad diversification, rather than trying to time market exits and re-entries, according to HSBC Private Bank

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Majority of UK adults still unaware of IHT pension changes

Almost nine in 10 (89 per cent) UK adults have little or no awareness of the inheritance tax (IHT) pension changes to be introduced from next year, according to analysis from Standard Life

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IFA consolidator Absolute Financial ‘in talks’ with eight advice firms

Absolute Financial Group has announced it is ‘in talks’ with eight independent financial adviser (IFA) firms about joining the group

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BlackRock CEO calls for participation in long-term investing to be widened

BlackRock co-founder, chair, and CEO, Larry Fink, has called for participation in long-term investing to be widened so more people can share in economic growth

HMRC urged to clarify tax rules on expats fleeing Middle East conflict

HMRC has been encouraged to urgently clarify tax rules for expats returning to the UK to escape conflict in the Middle East, amid concerns that emergency returns could trigger tax exposure in the UK

Investment in UK companies with international founders falls by a third since 2021

Equity investment deals into UK companies with international founders has fallen year-on-year since 2021, with sums raised down by more than a third (36.2 per cent) since then, analysis from Rathbones has shown
OpenID Foundation proposes framework to manage digital estates

The OpenID Foundation (OIDF) has proposed a framework that outlines standards for digital estates, and published a Digital Estate Planning Guide for advisers and their clients

Nearly half of IFAs expect targeted support to increase demand for advice

Almost half (46 per cent) of independent financial advisers (IFA) expect access to targeted support to push more people into seeking financial advice, according to research from Opinium

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