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Financial advisers expect to increase MPS usage over the next three years


By Jack Gray

More than eight in 10 (82 per cent) financial advisers expect to increase their use of model portfolio services (MPS) over the next two to three years, analysis from Nedgroup Investments has found


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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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Advisers seek pension tax certainty ahead of Budget

The majority of financial advisers want greater certainty over pension taxation and are calling for a simpler tax system ahead of next week’s Autumn Budget, according to Royal London

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Quilter Cheviot expands MPS range

Quilter Cheviot is expanding its managed portfolio service (MPS) with the launch of a short-term ‘liquidity’ portfolio and a widening of its index-tracker MPS range

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Titan Wealth launches financial planner academy

Titan Wealth has launched an academy aimed at developing a new generation of advisers by broadening access to financial planning careers to people from a wider range of backgrounds

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FCA bans and fines former Vector Wealth chief executive

The Financial Conduct Authority (FCA) has banned former Vector Wealth chief executive, Jeffrey Dawkins, and fined him nearly £270,000 over misconduct that led to £4m of losses from high-risk investments

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UK wealth managers embracing AI faster than global peers

UK wealth managers are embracing artificial intelligence (AI) at a faster rate than their global peers, although clients remain cautious about its role in managing their wealth, analysis from Avaloq has shown

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IHT receipts rise by £330m in first six months of 2026/27; CGT take remains steady

Inheritance tax (IHT) receipts increased by £330m year-on-year in the first six months of the 2026/27 tax year, while capital gains tax (CGT) take remained steady over the same period, according to figures from HMRC

Wealthy investors accelerate family gifting ahead of Budget amid tax fears

Wealthy investors are bringing forward gifts to family members and changing investment plans amid concerns about tax rises in the Budget, with 42 per cent having increased gifts or seriously considering doing so, research by Wealth Club has revealed

‘More work to do’ on FCA sustainability labels despite improved trust

The Financial Conduct Authority’s (FCA) sustainability labels have improved trust in sustainability claims among advisers and wealth managers, but there is still more work to do, according to the Association of Investment Companies (AIC)
Defaqto expands market intelligence platform into wealth sector

Defaqto has expanded its Matrix 360 market intelligence platform into wealth and protection, seeking to enable providers to benchmark propositions, monitor competitors, and track changes across their sector

Healey reportedly rules out CGT rise at Budget

Chancellor, John Healey, has reportedly ruled out increasing capital gains tax (CGT) rates in the October Budget, despite pressure from some Labour ministers and MPs to do so, potentially easing investor concerns

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