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FCA highlights product and service improvements under Consumer Duty


By Jack Gray

The Financial Conduct Authority (FCA) has found improvements in how firms design, monitor, and distribute products under the Consumer Duty, although it highlighted further enhancements that could be made


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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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Over-55s continue to favour inheritance to pass on wealth despite conflict concerns

Most people aged over 55 continue to favour passing on wealth through inheritance, despite widespread reports of this route causing family conflicts, research from YouGov for Mattioli Woods has found

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Majority of UK resident clients have not left the country – Bentley Reid

Bentley Reid has stated that the majority of its UK resident clients have not left the country, with the wealth manager adding that the wealth ‘exodus’ was not as severe as reported

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People moves: HSBC, FCA, and P1 Investment Services

The latest appointments in the wealth management industry

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CGT reform rumours risk driving ‘unnecessary’ finance decisions

Speculation that a future government under Andy Burnham’s leadership could align capital gains tax (CGT) rates with income tax risks driving unnecessary finance decisions, Isio has warned

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Prime Minister uncertainty weighing on investor sentiment

The ongoing uncertainty around the position of Prime Minister in the UK is weighing on investor sentiment, with concerns about the country’s economic and political outlook growing, according to Rathbones

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Govt’s IHT and CGT receipts forecast to rise to 2.2% of GDP in 50 years

The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts are expected to rise from 1.4 per cent of GDP in 2030/31 to 2.2 per cent of GDP in 2075/76, according to the Office for Budget Responsibility (OBR)

Aviva teams up with Ortec Finance to address the advice gap

Aviva has partnered with Ortec Finance to expand access to personalised financial guidance and advice

UK wealth and asset management M&A deal value rises to £22.7bn in H1 2026

The number and value of UK wealth and asset management merger and acquisition (M&A) transactions increased year-on-year in the first half of 2026, analysis from EY has shown
Number of UK millionaires rises as average adult’s wealth falls

The number of US dollar millionaires in the UK increased by 43,139 (1.8 per cent) to 2.43 million in 2025, according to a report from UBS, although average wealth per adult fell to under $300,000

Early pension planning ‘key’ to managing IHT change

Early pension planning is key to managing the potential impact of ‘double taxation’ when unused pension pots are brought into the scope of inheritance tax (IHT) from April 2027, Hymans Robertson Personal Wealth has argued

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