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FCA consults on removing non-UK business from Consumer Duty


By Jack Gray

The Financial Conduct Authority (FCA) has published a consultation on removing business with non-UK customers from the scope of the Consumer Duty, aiming to reduce burdens on wholesale businesses


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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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Equalising CGT with income tax rates would cost Treasury almost £8bn a year – IG

Equalising capital gains tax (CGT) with income tax rates would cost the Treasury nearly £8bn a year, according to modelling from IG

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Investment management fees enter ‘new downward phase’

Investment management fees appear to be entering a new downward phase as pricing pressure spreads to private markets, according to a study from consultancy Bfinance

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Almost one in three unaware of pension/IHT changes

Almost one in three (32 per cent) people have no idea how upcoming changes to pensions and inheritance tax (IHT) will affect them, research from Hargreaves Lansdown has revealed

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FCA consults on conflict rule changes for closed-ended investment funds

The Financial Conduct Authority (FCA) has launched a consultation on targeted changes to the UK Listing Rules for closed-ended investment funds, aimed at strengthening the management of conflicts of interest

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Bamboo Invest launches sustainability-focused MPS for advisers

A new model portfolio service (MPS) for UK financial advisers, Bamboo Invest, has launched with three portfolio ranges spanning a spectrum of sustainability approaches

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Family offices set to take on more risk as alternative allocations rise

Family offices are planning to take on more risk over the next 12 months as alternative asset allocations rise, research from Ocorian has shown

AI-powered operating model wins AdviceTech Catwalk

An AI-powered operating model that automates the advice process, Afternoon, has won the AdviceTech Catwalk 2026, The Lang Cat has revealed

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
The Platforms Association launches charter to modernise investment transfers

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

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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