Latest News

EGR Wealth enters administration


By Jack Gray

Wealth management firm EGR Wealth has entered administration, with joint administrators appointed to oversee the process, the Financial Conduct Authority (FCA) has announced


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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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Fairstone acquires Belfast-based investment management firm

Wealth management group Fairstone has expanded its presence in Northern Ireland with the acquisition of investment management firm Ferguson Hill Asset Management

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Aviva launches ‘High Value’ protection offering for advisers with HNW clients

Aviva’s protection team has launched an integrated ‘High Value’ proposition to support advisers with navigating the increasingly complex needs of high net worth (HNW) clients

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Families could be hit with 91% tax on inherited pensions after April 2027

Some bereaved families could face a tax charge of up to 91 per cent on inherited pension funds once unspent pension pots are brought within the scope of inheritance tax (IHT) from April 2027, according to analysis by NFU Mutual

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UK retail net fund sales move back into positive territory

Strong net inflows into offshore strategies drove UK retail net fund sales back into positive territory in the second quarter of 2026, analysis from ISS Market Intelligence (MI) has shown

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Younger investors more engaged and diversified than ever

Millennial and Gen Z investors in the UK are investing more frequently, diversifying more broadly, and maintaining confidence in long-term market growth, despite geopolitical and trade uncertainty, research from Charles Schwab has shown

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Family offices investing in expertise as complexity grows

Family offices are investing in expertise to ensure they keep pace with an evolving market and as they take on increasingly complex responsibilities, according to Agreus

Tax system ‘increasingly damaging’ to economic growth – IEA

The British tax system is becoming increasingly damaging to economic growth, the Institute of Economic Affairs (IEA) has warned

Private market fund managers forecast growth in semi-liquid fund launches

Private market fund managers in the UK are anticipating strong growth in semi-liquid private market fund launches as opportunities for public market growth “shrink”, according to Wealth Club
SIPP reforms risk 'information overwhelm' as firms call for clarity

Industry bodies have urged the Financial Conduct Authority (FCA) to provide greater clarity and avoid unnecessary regulatory complexity in its proposed reforms to self-invested personal pensions (SIPP)

Invesco launches open architecture platform for wealth clients

Invesco has launched an open architecture platform to provide bespoke investment solutions for wealth and institutional clients

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