Aegon, Quilter and Fidelity sign up to The Platforms Association
New trade body will co-ordinate and promote the industry’s interests
Tax & Regulation
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Risk Capacity and Capacity for Loss: Defining the Difference
Oxford Risk’s Greg B Davies attempts to clear up one of the most common and consequential confusions in financial advice
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Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
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Aviva Investors backs King’s College Consumer Duty and SDR course for IFAs
Understanding the new requirements and help deliver sustainable outcomes
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APPG on Investment Fraud and Fairer Financial Services elects new members
Conservative MP Bob Blackman continues as co-chair, joined by Labour’s Sam Rushworth
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Nine in 10 advisers say capital gains tax becoming greater concern
HMRC data shows a 36% increase in people liable for CGT since 2019/20
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Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
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BareRock founder says advisers can meet the 3-day complaint rule
Complying with the requirement ‘virtually impossible’ without support
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FSCS finds adviser in default over pension transfers
Mark Peter Houlbrook in default over one claim
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Ex-Barclays Wealth chief executive Kalaris loses appeal against FCA
Kalaris loses appeal to perform senior management duties at firm Saranac
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IHT receipts up £200m on same time last year as Budget looms
Removal of IHT reliefs reported to be in the sights of Chancellor Rachel Reeves
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Financing planning scenarios for estate planning
Triple Point’s Diana French on how advisers are using Business Relief in their regular financial planning