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8.6 million unadvised adults hold £1.21trn of investable assets


By Jack Gray

Around 8.6 million people in the UK aged between 35 and 70 have £20,000 or more in investable assets but are not paying for advice, research from The Lang Cat has found


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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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Team plc to acquire Lancashire-based wealth management firm for £3m

Team plc has agreed to acquire Lancashire-based wealth management and stockbroking firm Hedley & Co for £3m

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Half of Brits want to abolish IHT

Over half (56 per cent) of the British public now want a complete abolition of inheritance tax (IHT), compared to 54 per cent last year and 49 per cent two years ago, Kingsley Napley has found

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Zopa launches targeted support offering

Digital bank Zopa has launched a targeted support offering for its investment customers

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Nuveen completes acquisition of Schroders

Nuveen has completed its acquisition of Schroders, creating one of the world’s leading active public-to-private asset and wealth managers with $2.6trn AUM

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Financial advice linked to higher retirement income satisfaction

Financial advice is the strongest predictor of retirement income satisfaction and financial preparedness, according to research from wealth manager Quilter

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HNWIs confidence falls amid new Govt tax policies

Confidence among UK high-net-worth individuals (HNWIs) is continuing to weaken as fears over government tax and wealth policy is increasingly shaping how families protect and pass on their assets, Saltus has stated.

The latest Saltus Wealth Index Report showed that the biannual barometer of HNWIs’ confidence fell from 64.7 a year ago to 60.3

Lync Wealth Management acquires TKV Financial Management

Lync Wealth Management has strengthened its presence in the West Midlands through its acquisition of TKV Financial Management, bringing its assets under advice to around £200m in the region

Barclays gains Targeted Support approval

Barclays has been authorised by the Financial Conduct Authority (FCA) to offer Targeted Support, enabling the bank to offer more help to eligible customers as they begin investing
Isio grows AUM to over £5bn after investment manager appointment

Isio has agreed to take on management responsibilities for an £850m unitised fund range, representing an expansion of its investment offering in the UK adviser market

True Potential introduces tiered platform charge

True Potential has announced the launch of a tiered ongoing platform charge as it continues to combine competitive pricing with technology to deliver better outcomes for clients.

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