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Professional Adviser
31 分钟
Lords committee FCA name and shame report expected 'shortly'
The Lords’ Financial Services Regulation Committee (FSRC) is expected to produce its report on Financial Conduct Authority ...
Professional Adviser
2 小时
FCA will have 'a lot more to say' on vulnerability in 2025
Treatment of vulnerable clients is something that is going to continue to be on the regulator’s radar this year, delegates heard.
Professional Adviser
2 小时
Campaigners claim victory as HMRC overhauls pension withdrawal tax system
The way HM Revenue & Customs (HMRC) taxes pension withdrawals is finally being overhauled ten years after over-taxation ...
Professional Adviser
3 小时
Quilter tops table as most recommended adviser platform in 2024
Quilter has topped the table as the most recommended adviser platform in 2024 closely followed by Aviva, Defaqto data has revealed.
Professional Adviser
4 小时
Alternative IHT/pensions strategies outlined as HMRC consultation closes
Alternative ways for the government to implement inheritance tax (IHT) on pensions have been put forward by industry experts ...
Professional Adviser
5 小时
Quilter platform delivers record quarterly net inflows of nearly £2bn
Quilter’s platform has reported record quarterly net inflows of £1.9bn during the fourth quarter, latest results show.
Professional Adviser
5 小时
Transact names Tom Dunbar CEO as Jonathan Gunby retires
Platform Transact has named Tom Dunbar as its CEO with Jonathan Gunby set to retire in March. The business said the move was ...
Professional Adviser
5 小时
CMA chair Marcus Bokkerink ousted by government amid growth push
He took on the role in 2022, during which time he "successfully delivered" on the five priorities he identified when joining ...
Professional Adviser
5 小时
HMRC nets £6.3bn from IHT in first three quarters of 2024/25
Inheritance tax (IHT) receipts totalled £6.3bn in the first three quarters of the 2024/25 financial year, up 11% on the ...
Professional Adviser
6 小时
PFS publishes economic abuse and life insurance guide for advisers
The Personal Finance Society (PFS) has today (22 January) published a Good Practice Guide for advisers about economic abuse ...
Professional Adviser
14 小时
Professional Adviser events
Professional Adviser produces must-attend live and virtual conferences, webinars and awards ceremony for financial advisers. The success and power of the Professional Adviser brand has enabled us ...
Professional Adviser
22 小时
Fundment founder on £45m investment: We've 'done a fraction' of what we'll achieve
Tech platform Fundment has secured £45m in Series C funding, led by Highland Europe and joined by ETFS Capital.
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