Retirement

People often meet with a financial adviser following a big change in their life, such as divorce, retirement or bereavement....

The rollout of targeted support “will try and help to unlock the risk dilemma in the UK”. This is what...

Platform transfer efficiency has become a defining Consumer Duty issue. Advisers are under growing pressure to ensure transfers are fast,...

One in three UK adults (18.4m) are now financially dependent on a future inheritance, with five million admitting they will...

With the 2027 Inheritance Tax (IHT) changes hurtling down the tracks towards us, there’s no doubt that client conversations need...

Gretel has launched its fully digital tracing service for financial institutions including life insurance providers, banks, investment companies, and pension...

AdviserSoftware.com has launched a comparison tool to help advisers to compare the functionality of AI offerings that have been created...

The chancellor has been urged to drop reported plans to cut the Cash ISA allowance at next month’s Budget. MPs...

The chancellor has announced the launch of the Financial Conduct Authority and Prudential Regulation Authority’s scale-up unit. Rachel Reeves announced...

The Investing and Saving Alliance (TISA) has expressed concern that raising the State Pension Age (SPA) risks leaving millions of...