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FCA data shows ‘surge’ in people accessing large pension pots

By Jack Gray

17/9/25

The number of people accessing pension pots worth more than £250,000 increased by 68 per cent in 2024/25, figures from the Financial Conduct Authority (FCA) have revealed

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Millennials and Gen X have ‘alarming’ lack of clarity on parents’ inheritance plans

Generations set to receive inheritance in ‘the great wealth transfer’ have an “alarming” lack of clarity or knowledge about what their parents’ inheritance plans are, according to Charles Stanley

AIM showing ‘strong signs of revival’ with £111.8m raised in first five months of 2025

London’s Alternative Investment Market (AIM) is showing strong signs of revival after two quieter years, with £111.8m raised in the first five months of 2025, UHY Hacker Young has highlighted

HSBC Private Bank launches generative AI ‘ecosystem’

HSBC Private Bank has announced the launch of Wealth Intelligence, an ‘ecosystem’ powered by generative artificial intelligence (AI) for its client-facing wealth management staff

Simplify Consulting launches additional practices

Financial services management consultancy Simplify Consulting is expanding into new sectors, building on its existing wealth management practice

HSBC UK Private Bank opens new wealth centre in Leeds

HSBC UK Private Bank has opened a new wealth centre in Leeds, building on the launch of the first HSBC UK wealth centre in London in July

SPP calls for IHT on pensions legislation changes to avoid ‘unintended consequences’

The Society of Pension Professionals (SPP) has proposed several changes to draft legislation relating to inheritance tax (IHT) on pensions to help the policy deliver the original policy intent and avoid unintended consequences

Family offices maintain strong allocation to risk assets despite geopolitical concerns

Global family offices continue to maintain strong allocations to risk assets despite widespread concerns about geopolitical conflict and political instability, according to Goldman Sachs