Topic: Savings & Investments

Advice

Advisers say clients are using AI tools to support advice, but just 2% have lost business

First-time Buyer

Support for first-time buyers drives shift towards early inheritance gifting

Lifetime Isa

Skipton reports 1,384% surge in Lifetime ISA openings ahead of new FTB ISA launch

ISA

Government confirms launch of new First Time Buyer ISA

Divorce

Quilter Cheviot launches new divorce support service for advisers and their clients

FCA

Sapia to pay more than £19m to WealthTek clients

Savings & Investments

Advisers urged to consider diversified investment approaches as clients react to economic uncertainty

Savings & Investments

Mass affluent women more likely to seek financial advice

PIMFA

PIMFA appoints Lord Tyrie as new chairman

NatWest

NatWest Group acquires Evelyn Partners in £2.7bn deal

Perenna

Perenna secures PRA and FCA authorisation to accept retail deposits

Budget

One in five regret financial actions taken during Budget speculation

FCA

FCA sets out timeline for targeted support introduction

FCA

FCA launches package of measures to boost UK investment culture

Lifetime Isa

Budget: Lifetime ISA to be scrapped in favour of new first-time buyer ISA