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FCA review should drive higher standards as MPS market grows – Isio


By Jack Gray

The Financial Conduct Authority’s (FCA) review of the model portfolio service (MPS) market should encourage the sector to move beyond product-led competition to focus on the quality of investment decision making, Isio has stated


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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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True Potential joins Origo’s Integration Hub

Wealth management firm True Potential has joined Origo’s Integration Hub to bring daily automated valuations from a range of providers into advisers’ existing workflows

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Trust in AI for pension guidance improving but concerns remain

Artificial intelligence (AI) is ‘transforming’ the way people access financial support, with trust in using the technology for pension guidance improving, research from Scottish Widows has shown

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Empathy launches legacy planning solution in the UK

Tech firm Empathy has launched its digital estate and legacy planning solution LifeVault in the UK, building on its presence in the US and Canada

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IHT changes risk ‘unfairly penalising’ pensions

Inheritance tax (IHT) reforms risk creating a regime that penalises pensions unfairly compared to other assets, AJ Bell has warned

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Almost half of HNWIs say governments are failing to maintain competitive economies

Nearly half (45.4 per cent) of high net worth individuals (HNWI) believe their governments are failing to maintain competitive economies, reflecting growing concerns around long-term fiscal confidence, according to CS Global Partners

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£10m-plus estates drive majority of £330m rise in IHT liabilities

Estates worth more than £10m appear to have accounted for the vast majority of the latest increase in inheritance tax (IHT) liabilities, showing the growing concentration of the tax burden among the wealthiest estates, according to analysis by Irwin Mitchell

RBC Wealth Management to hire over 70 client-facing advisers

RBC Wealth Management has announced plans to hire more than 70 client-facing advisers across the UK, Jersey, and Republic of Ireland by the end of 2027

UK investment management industry AUM hits record £11.1trn

Assets under management (AUM) in the UK investment management industry reached a record high of £11.1trn in 2025, the latest figures from the Investment Association (IA) have shown
Defaqto reveals top 10 recommended adviser platforms in H1

Defaqto has published a list of the most recommended adviser platforms in the first half of 2026

Advice clients remain split on impact of Brexit on investment

Financial advice clients remain split on what the impact of Brexit has been on their investments, 10 years on from the referendum, according to Active Financial Planners

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