Seven pension providers achieve ‘gold’ ratings
Seven providers, including Aviva, Royal London, and Standard Life, have achieved “overall gold” awards in Benefits Guru’s annual…
How ChatGPT made one wealth adviser feel ‘replaceable’
James Taylor, wealth adviser at Compound Planning, said he felt “replaceable” after ChatGPT did a “good job” of…
Tenet tells adviser to pay £155k for advice given more than 20 years ago
An adviser is being asked to pay £155,000 by his former network, after an ex-client had his claim…
British Steel member ‘scammed’ out of pension is denied compensation
A member of the British Steel Pension Scheme who claims he was ‘scammed’ out of his savings has…
Tribunal rules expat’s pension withdrawals were tax-free
A first-tier tribunal found that an individual’s pension withdrawals made from his UK pension while resident in Portugal…
Why it is not just high net worth individuals departing the UK
The teams who surround high net worth families are joining them when leaving the UK which will have…
Petition launched to stop IHT on pensions
Pensions specialist Nathan Bridgeman has launched a petition to stop pensions coming into the scope of inheritance tax.…
Most popular AI systems among advisers revealed
AdvisoryAI, Saturn and PlannerPal ranked top three most popular AI systems in H1 2025. Analysis from AdviserSoftware revealed…
Two-thirds of advisers raise minimum asset levels in wake of consumer duty
Two-thirds of advice firms have raised their minimum level of investable assets since the introduction of consumer duty…
‘We take everything a financial adviser does and fully automate it’
“I saw a gap in the market to take everything that a financial adviser does and fully automate…