Total annuity sales reached £7bn in 2004, an increase of 34% year-on-year, according to latest data from the Association of ...

There is a “strong case” for deferred small pension pots to be consolidated by default, the Institute for Fiscal Studies (IFS ...

Advice technology provider Dynamic Planner has unveiled its latest plans for generative artificial intelligence (AI) use, ...

CQS Natural Resources Growth & Income trust said Saba’s proposal to convene another general meeting is “without merit” and ...

Evelyn Partners reported a “record high” AUM of £63bn last year up from £59.1bn in 2023, according to a Q4 2024 trading ...

The Public Accounts Committee (PAC), made up of a group of cross-party MPs, has warned that the true cost of tax evasion is ...

Treasury Committee chair Meg Hillier has demanded regulators provide more information about the “sudden departure” of ...

Share prices in the four investment trusts most recently targeted by US hedge fund Saba Capital have mostly edged up since ...

Tony Müdd discusses what over-insurance for inheritance tax (IHT) might look like and why it makes sense for the life ...

The gender pensions gap is set to “keep rising” as women are contributing less to their defined contribution (DC) pots, according to Broadstone.

The sale of a financial planning business is all about preparation, and execution. Here Roderic Rennison shares his ten rules for ...

St James’s Place (SJP) has had to pay a client back their ongoing advice fees after no annual review was conducted.