St James’s Place has blamed significant changes in the alternatives landscape for its decision to close one of its funds.

Ahead of the Budget, IG has called on the government to scrap cash Isas and avoid a “fiscally illiterate” increase to capital gains tax.

Aviva is expanding its AI underwriting tool to support individual income protection applications, completing the rollout of AI technology across its individual protection product range.

Crypto firms are now able to apply to the Financial Conduct Authority for authorisation.

Following Prime Minister Andy Burnham’s pledge to drop the triple lock, advisers have stressed that the state pension forms only part of a retirement plan that could last far longer than any one government or policy.

Some 242 pension savers lost an average of £31,835 to scams over 2025/26, a Freedom of Information request by Identomat has revealed.

Advisers are concerned Andy Burnham’s plans for an NHS-style social care system could ultimately result in “huge tax increases”.

The chief executive of Harmonic Financial Planning has called for “a second wave of workplace pension reform” in the upcoming Budget, as figures show only 17 per cent of self-employed workers in the UK save into a pension.

Liontrust has agreed to buy the fund management and model portfolio services business of Hawksmoor Investment Services and Hawksmoor Fund Management for an initial payment of £6mn.

The Personal Finance Society recorded operating losses of £803,000 in 2025, down from £1.45mn in losses the previous year.

The triple lock will be dropped from April 2030 to raise funds for the UK’s national care services, Prime Minister Andy Burnham announced during his speech to the Labour Party conference.

Pimco has partnered with P1 to launch a retirement-focused managed portfolio service for UK financial advisers.

Clients of Bowmore Asset Management are tapping into new technology when interacting with the firm and enquiring about their portfolios.

A new offshore bond has been launched by AJ Bell to address the “growing challenge” of passing on wealth tax efficiently.

Political uncertainty is not shaking commitment to move home, research from Savills has suggested.

British digital bank Zopa has launched its targeted support service for investment customers following regulatory approval in May.

Key Group has expanded its later-life lending advice service to address the risk facing customers aged over 55 of siloed advice.

Wealth manager W1M began planning the launch of its retirement model portfolio proposition two years ago in response to client queries and the changing nature of retirement planning.

Fiscal discipline will be key to his first Budget, said chancellor John Healey in a speech at the Labour Party Conference today (September 28).

InterestMe Financial Planning Limited (IMFP) and its appointed representative InterestMe Advisers Limited (IMA) have entered administration.

There has been a call for clarity on how certain people will be impacted by a change in the minimum age to access pensions.

A former international boxer who represented Team GB at the Paris 2024 Olympic Games has joined Skybound Wealth UK as a private wealth adviser in its Athletes and Creators division.

Fund managers everywhere are chasing the same conundrum, they need a three year track record to get noticed by fund buyers, but struggle to make the economics of the fund work for those painstaking years of patience.

Nearly three times as many protection policies are being placed in trust when compared with five years ago, research from Stonebridge has revealed.

Andy Burnham said he would “grasp the nettle” on social care and would put plans at the heart of his next election manifesto.

The government has announced Your First Home, an equity loan scheme to support more people into home ownership.

The Succession Alliance has launched a survey to explore succession planning across the financial advice sector, seeking views from all roles in financial planning firms.

Infrastructure investment trusts have called for stability, clarity and consistency in the upcoming Budget following a bumper year of returns.

Ten providers achieved overall gold awards for their workplace pension and auto-enrolment offering in Benefits Guru’s latest ratings.

Including people from different backgrounds can help younger advisers feel comfortable and confident in the profession, Mattioli Woods wealth management consultant, Bal Kaur, says.

More than six in 10 (61 per cent) non-retired UK adults believe they would be more confident making plans for retirement if they thought pension tax rules were unlikely to change, research commissioned by St James’s Place has found.

Despite artificial intelligence tools becoming more accessible, 63 per cent of investors are not using them to help with their investments, research from M&G has found.

There has been a noticeable shift in attitudes towards defence investing over recent years, to the extent even EU lawmakers have said funds investing in weapons could justifiably be classified as Article 8 funds under the sustainable finance disclosure regime.

Committing to annual reviews with clients can help advisers when discussing claims during disastrous life events, Way More managing director, Zoe Priselac, has suggested.

Mortgage Brain has integrated Paymentshield into its CRM Brain platform, giving brokers the ability to offer clients a home insurance quote automatically as part of the mortgage application process.

The mastermind behind a fraudulent investment scheme that took more than £1mn from 74 victims has been jailed for five years and six months after being deported to the UK from Singapore.

Almost a third (30.8 per cent) of pension plans that were accessed for the first time were accessed by individuals who took regulated advice, data from the Financial Conduct Authority has revealed.

The Chartered Insurance Institute has launched Voices, an online research community designed to give insurance and personal finance professionals a role in shaping policy, professional standards and membership services.

A law firm specialising in complex disputes involving high-net-worth and high-profile individuals has launched an arbitration-first approach to resolving disagreements between parents about their children.

Around 827,000 matured Child Trust Funds, worth an average of £2,310, have yet to be claimed, HMRC has revealed.

Saffron for Intermediaries has made a number of enhancements across its specialist buy-to-let and residential propositions, giving brokers greater flexibility when supporting complex cases.

Amid fears of rising inflation, energy prices and interest rates, financial advisers have cited uncertainty over changing tax legislation as a key concern keeping clients awake at night.

The riskiest parts of portfolio investments are holding up the best right now.

Later-life lending “is dead” as the meaning behind the terminology has become irrelevant to the current market, LiveMore founder and CEO, Leon Diamond, has suggested.

Nearly four in five (79 per cent) landlords now run rolling tenancies only, research from property management and finance platform Lendlord has revealed.

NatWest has made its first direct limited partner investment into an independently managed venture capital fund, in a move described by the bank as showing “banks can be part of the solution” to the UK’s growth capital challenge.

The folks at Ruffer have long had a concern about inflation, and about the risks associated with the traditional “bonds and equities are inversely correlated” trade that has dominated financial thinking for so long.

Talking about lived experiences can help advisers explain to clients the importance of income protection, acording to Mortgage Advice Bureau income and mortgage specialist, Matt Down.

The wealthier the entrepreneur, the more likely they are to trust artificial intelligence to help manage their investments, research from HSBC Private Bank has revealed.