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FCA consults on investment disclosure regime for advisers and wealth managers

By Jack Gray

2/7/26

The Financial Conduct Authority (FCA) has launched a consultation on simplifying how advisers, wealth managers, and platforms communicate the costs of investing

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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.

Govt and regulators urged to improve SIPP data reporting

Regulators and policymakers need to improve the collection and publication of data on self-invested personal pensions (SIPP), according to Aberdeen Adviser, after a freedom of information (FOI) request to HMRC showed a “significant gap” in the UK’s long-term savings data

Analysis shows ‘clear disconnect’ between wealth transfer expectations and understanding

There is a persistent reluctance among over-55s in the UK to discuss inheritance, despite widespread expectations of passing on wealth, research by YouGov for Mattioli Woods has found

The latest appointments in the wealth management industry

Family offices increasingly defining ‘purpose of wealth’ to prepare next generation

Family offices are increasingly exploring and defining the purpose of their wealth to prepare the next generation for taking up the mantle, according to AlTi Tiedemann Global and Campden Wealth

UK asset and wealth management AUM forecast to reach £16trn by 2030

The UK is emerging as one of the most dynamic markets in the European asset and wealth management space, with its assets under management (AUM) expected to grow from £12trn in 2024 to £16trn by 2030, according to PwC

PIMFA and Macfarlanes publish guidance on ECCTA information sharing provisions

The Personal Investment Management & Financial Advice Association (PIMFA) and law firm Macfarlanes have published guidance on how wealth managers and financial advisers can use information sharing provisions set out in the Economic Crime and Corporate Transparency Act 2023 (ECCTA)