4+ day, 8+ hour ago   (394+ words) Two in five women (35%) with investible assets of over £250,000 are concerned they will miss out on the retirement they want and expect, compared with 20% of men, according to a new report. More than a third of women (35%) surveyed by wealth…...

4+ day, 9+ hour ago   (370+ words) Less than half (46%) of complaints submitted to financial services firms are resolved within three days, according to analysis of FCA data. Over one in 20 complaints (6%) take more than eight weeks to be resolved - a breach of FCA complaint rules, according…...

5+ day, 9+ hour ago   (533+ words) Three in five millionaire investors have considered leaving the UK because of rising taxation and the threat of higher taxes, according to new research. The research also found that more than one in 10 (16%) of the 341 millionaires surveyed by HNW investment…...

6+ day, 9+ hour ago   (400+ words) The Pensions Regulator (TPR) is shifting its enforcement approach from compliance-based oversight to a new approach focused on preventing harm before it happens and delivering the best outcomes for members. It has published its new enforcement approach today, detailing the…...

1+ week, 3+ day ago   (345+ words) Bespoke investment portfolios are growing in popularity, according to a new study. Bespoke portfolios, built by advice firms in partnership with a discretionary fund manager and designed around their own client base, are now being used by 8% of financial advice…...

1+ week, 4+ day ago   (475+ words) Multi-decade high gilt yields, boosted by the ongoing US-Iran conflict and fears over inflation, have boosted annuity rates to 28-year highs. For UK gilts, the 10-year yield rose above 5.26% to its highest levels since June 2008 this week, while the 30-year…...

1+ week, 4+ day ago   (249+ words) The Chartered Insurance Institute (CII) has committed to developing guidance to support firms with using Consumer Duty reporting as a governance tool for continuous improvement rather than as a compliance exercise. The update from the CII comes following a member survey…...

1+ week, 5+ day ago   (253+ words) Over 83,800 people over the age of 75 made lump sum withdrawals from private pensions in 2024, a 27% rise from 65,900 the previous year. The value withdrawn also rose by over a third (35%) to £1.4bn, according to the analysis of HMRC data by Lubbock Fine…...

1+ week, 6+ day ago   (610+ words) Membership at the Personal Finance Society has slumped by more than 10% in the last six years, falling from a height of around 40,000 in 2020 to just below 37,000 now. The latest membership figures (for the end of 2025) have been revealed in the…...