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FCA urges firms to challenge their approach to ‘fair value’


By Jack Gray

The Financial Conduct Authority (FCA) has called on firms to challenge their approach to assessing and monitoring ‘fair value’, three years on from the introduction of Consumer Duty


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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One in five less confident in financial plans post-Budget

Almost a fifth of people feel less confident about their financial plans following the Autumn Budget, with around one in six reviewing or planning to review their plans in the next three months, a study from RBC Brewin Dolphin has shown

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Under-45s more likely to turn to AI than advisers on financial decisions

Adults aged under 45 in the UK are more likely to initially turn to artificial intelligence (AI) than a financial adviser when making financial decisions, according to Attest

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Financial advisers encouraged to invest in cybersecurity training

Financial advisers need to invest in cybersecurity training amid widespread increases in cyberattacks this year, according to Redmill Advance

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Inheritors face ‘confidence gap’ in Great Wealth Transfer

Inheritors face a confidence gap in the Great Wealth Transfer, with many making major financial decisions before they feel ready, according to a study from Capital Group

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Govt announces two technical amendments to IHT/pensions legislation

The government has announced two technical amendments to legislation bringing unused pensions into the scope of inheritance tax (IHT) from April 2027

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Defaqto launches rating system for newer funds and portfolios

Defaqto has launched a new rating system designed to help advisers assess funds and portfolios that are yet to build up an established track record

People moves: Quilter, Atomos, and TrinityBridge

The latest appointments in the wealth management industry

Chancellor abandons Reeves' 'car crash' ISA reforms; property income tax rates raised

Chancellor, John Healey, has scrapped controversial plans to cut the annual cash ISA allowance from £20,000 to £12,000 and increased property income tax rates at the Autumn Budget
Govt to introduce CGT ‘Founders’ Relief’ while halving BADR

Chancellor, John Healey, has announced the introduction of a new ‘Founders’ Relief’, which will provide a 10 per cent capital gains tax (CGT) rate for qualifying founders on up to £10m of gains, and halved Business Asset Disposal Relief (BADR)

Motive Partners completes acquisition of Mobius

Private equity firm Motive Partners has completed the acquisition of investment administrator Mobius for an undisclosed sum

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Check out our latest appointments


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