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Family offices step up cyber risk defence as attacks increase


By Jack Gray

Family offices have been strengthening their defences against potential cyber risks amid a rise in attacks, although almost a fifth still do not have a defence plan in place, analysis from Ocorian has shown


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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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Key aspects of pensions/IHT framework need ‘rethink' - SPP

The Society of Pension Professionals (SPP) has called on HMRC to rethink key aspects of its proposed inheritance tax (IHT) framework for pensions, arguing that it could place “unrealistic pressures” on pension schemes, and create delays and confusion for bereaved families

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Intelliflo to launch updated platform with agentic AI

Intelliflo has announced plans to launch an updated agentic open platform for financial advice professionals, bringing agentic artificial intelligence (AI) to Intelliflo Office

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Wealthy collectors urged to plan for the ‘Great Stuff Transfer’

Wealthy collectors should ensure they have plans in place to protect their family wealth in the ‘Great Stuff Transfer’, according to HSBC Private Bank

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Aon and Wren Sterling announce partnership

Aon and Wren Sterling have announced the launch of a new collaboration to refer clients for their respective services

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Titan Wealth to add £900m of AUA with acquisition of Progeny International

Titan Wealth is set to acquire Progeny International, adding approximately £900m of assets under advice (AUA) to its international business

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Chancellor launches consultation to reduce tax burden on wealthy US expats

Chancellor, Rachel Reeves, has launched a consultation into easing the tax burden faced by wealthy US investors looking to relocate to the UK

AJ Bell Investments adds two adviser firms to bespoke MPS offering

AJ Bell Investments has announced the onboarding of two new adviser firms for its bespoke Partnership MPS offering

Manning & Company joins ValidPath

Devon-based advisory firm Manning & Company has joined the network for independent financial advisers (IFA) ValidPath
Rosemount Financial Solutions (IFA) launches new AI-powered tool

Rosemount Financial Solutions (IFA) has announced the launch of ProCeding, its new AI-powered tool designed to simplify dealing with ceding scheme providers

MPS emerge as 'core building block' in client portfolios

Model portfolio services (MPS) are leading the way in how clients’ investment solutions are being constructed within centralised investment propositions (CIP), according to research from Charles Stanley

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