Financial confidence and positivity towards the UK’s economic outlook currently exhibit “a worrying intergenerational divide” ...

The Financial Conduct Authority’s (FCA) culture and non-financial misconduct survey has been welcomed by professional bodies as it “highlights an opportunity for the profession to make a difference”.

Advisers need to better identify and support vulnerable clients to address a financial gap in the UK, Financial Conduct ...

The expected growth of model portfolio services (MPS) could cause a “crunch” for the platforms on which they run, according to Equisoft.

Budget unease could be driving or exacerbating client vulnerability, with financial advisers inundated with queries in the run up.

The number of non-financial misconduct incidents in certain sectors within financial services soared between 2021 and 2023, ...

Majority of individuals that receive professional financial advice across the nation have remained with the same adviser ...

The latest FCA update on Consumer Duty price and value underlines a critical shift in how firms must approach consumer protection within financial services, writes Cat McInally ...

Sheldon MacDonald analyses adviser due diligence which he says can determine whether we sink or swim... Many advisers who see the term "due diligence" in an article's opening lines may be tempted to ...

HM Revenue & Customs (HMRC) paid £44m in tax refunds on flexible pension withdrawals in the third quarter, latest figures ...

Uncertainty over pension taxation rules is highlighting a growing need to shift retirement planning to include wider considerations of capital drawdown, according to Key Later Life Finance.

Capital gains tax (CGT) functionality and support given to advisers via platforms is influencing their platform selection and due diligence, according to research by Financial Software Ltd (FSL).