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Shackleton to add £800m in AUMA with AC Wealth acquisition


By Jack Gray

Shackleton Advisers has agreed to acquire Scotland-based independent financial advice firm Aberdein Considine Wealth Limited, trading as AC Wealth


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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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Chancellor encouraged to commit to pension tax stability ahead of Budget

UK Chancellor, John Healey, has been urged to commit to protecting pension tax-free cash and tax relief ahead of the October Budget, amid concerns that continued uncertainty could trigger another wave of potentially damaging withdrawals from retirement savings

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Quilter’s WealthSelect shifts towards value-oriented equities

Quilter’s managed portfolio service (MPS) WealthSelect has implemented a “modest but deliberate” shift towards value-oriented equities in its latest quarterly rebalance

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Affluent women lack confidence in retirement income plans

Affluent women approaching retirement are twice as likely as their male counterparts to be unsure of how to turn their pensions and investments into a regular retirement income, research from Rathbones has found

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Adviser platform Marloo adopts Morningstar investment research and data

Marloo, an artificial intelligence (AI) platform designed for financial advisers, has reached an agreement with Morningstar to integrate the provider’s research and data into its client offering

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Six in 10 millionaires have considered leaving the UK over tax

Over six in 10 (61 per cent) millionaire investors have considered leaving the UK over concerns about tax, according to a study from Wealth Club

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Absolute Financial Group acquires Manchester-based IFA firm

Absolute Financial Group has acquired Platinum Independent Financial Services, adding £280m in assets under advice (AUA) to the group

Majority of advisers expect to offer simplified advice to engage next generation

The majority (59 per cent) of advisers in the UK are likely to adapt their processes to offer simplified advice to some clients, as firms prepare for the next generation of investors, research from Vanguard has shown

Managing portfolios no longer a ‘binary choice’ for advice firms

Advice firms are no longer facing a binary choice between running investment portfolios in-house or outsourcing them, with bespoke portfolios becoming an established third option, according to Copia Capital Management
Pensions dashboards could 'hold the key' to identifying pots for IHT purposes

Pensions dashboards should allow executors to identify all unused pension pots belonging to deceased relatives, helping bereaved families manage potential inheritance tax (IHT) charges from April 2027, RSM UK has said

Advisers concerned about increased bond issuance from AI ‘hyperscalers’

Advisers are becoming increasingly concerned about the potential impact of increased bond issuance from artificial intelligence (AI) hyperscalers such as Amazon, Google, and Meta, according to Rathbones Asset Management

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