Latest News

SIPP reforms risk 'information overwhelm' as firms call for clarity


By Callum Conway

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)


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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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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

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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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People moves: AJ Bell, Quilter Cheviot, and Stephenson Harwood

The latest appointments in the wealth management industry

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PIMFA raises concerns over FCA’s consumer investment disclosure proposals

The Personal Investment Management & Financial Advice Association (PIMFA) has raised concerns over several proposals in the Financial Conduct Authority’s (FCA) consultation on simplifying consumer investment disclosures

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Active strategies gaining in popularity amid uncertainty and higher rates

Fund selectors working with retail clients are showing a greater interest in active strategies amid global uncertainty and higher interest rates, according to a study from Rathbones Asset Management

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IHT receipts rise by £100m year-on-year; CGT take hits £194m in July

The government’s inheritance tax (IHT) receipts for April to July 2026 were £3.2bn, an increase of £100m from the same period last year, the latest figures from HMRC have shown

Top recommended onshore and international bonds in H1 revealed as demand surges

Advisers are showing renewed interest in onshore bonds and international bonds, according to Defaqto, which has published a list of the top recommended products in each category in the first half of 2026

FCA bans and fines former director and CEO for high-risk pension investments

The Financial Conduct Authority (FCA) has banned Demetrios Hadjigeorgiou of SVS Securities from working in financial services, and fined him £56,400, for failing to properly manage SVS and protect its customers’ interests
Advisers comfortable with back-office AI but wary of using it for client money

Financial advisers are open to using agentic artificial intelligence (AI) for administrative work across the advice journey, but still want human oversight for decisions that directly affect client money, according to GBST and The Lang Cat

Rising complexity and wealth transfer driving more families to consider family office model

Hymans Robertson Personal Wealth has identified several trends that are driving more families and individuals to consider adopting the family office model for managing their wealth

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