Retirement

Cirencester Friendly has announced the promotion of Ben Howe to chief operating officer (COO), with Shirley Fell set to retire....

Allfunds has reported a 17.9% increase in assets under administration (AuA) to €1.7trn, supported by strong client inflows and positive...

Oakley Capital Investments has appointed veteran fund manager Christopher Samuel as chair designate. The move marks a strategic step to...

Good morning and welcome to your Morning Briefing for Wednesday 29 October 2025. To get this in your inbox every...

Iress has partnered with client portal specialist Moneyinfo to deliver a deeper integration with its Xplan platform. The collaboration aims...

Vitality’s serious illness cover (SIC 3X) is now available on UnderwriteMe’s Protection Platform, allowing advisers to quote, compare and submit...

Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms? https://www.youtube.com/watch?v=biQkyjfM2iw Recorded live from...

The government’s unwavering determination to push ahead with changes to inheritance tax (IHT) and pensions, despite widespread industry opposition, raises...

I think it’s time for a more candid reassessment of the impact of AI on financial advice, because much of...

Jo Swain – Clifton AM Consolidation and succession planning continue to shape the future of the advice industry. Acquirers and...