Wealth Investment News

Latest News

Advisers urged to make retirement planning a ‘family affair’ amid participation gap

By Jack Gray

18/9/26

Financial advisers should make retirement planning a ‘family affair’, with UK advice firms facing a participation gap, according to Scottish Widows and NextWealth

Highlighted Content

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.

Advisers see ‘alignment of client interests’ as biggest advantage for boutique asset managers

Financial advisers view the alignment of interests with clients and employee ownership as the greatest advantage for boutique asset managers, a study by Censuswide for Nedgroup Investments has found

Tufton becomes investment manager of CQS Natural Resources Growth and Income PLC

Tufton Investment Management has become the investment manager of CQS Natural Resources Growth and Income PLC, which has been renamed City Natural Resources Growth and Income PLC

Evelyn Partners expands MPS availability with onshore bond wrappers launch

Evelyn Partners has expanded the availability of its model portfolio service (MPS), with its Core and Index ranges now accessible through onshore bond wrappers across several adviser platforms

HNW investors reviewing wealth plans amid rising tax concerns

High net worth (HNW) investors are increasingly reviewing how they structure, protect, and pass on wealth as uncertainty around potential tax reforms in the upcoming Budget grows, according to Rathbones

The Lang Cat’s Analyser adds STAR transfer data and accreditation

The Lang Cat’s due diligence and research tool for advice professionals, Analyser, has added STAR transfer participation and accreditation data to strengthen adviser due diligence