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Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
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Failed SIPP firm clients updated ahead of legal judgment
Clients of failed SIPP provider Hartley Pensions Limited - who have had funds ring-fenced - have been given an update from joint administrators UHY Hacker Young ahead of a legal judgment expected in late October.
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
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5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
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Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
New figures published by HMRC reveal that the total number of claims for overpaid tax on pension withdrawals has soared above half a million to 502,000 to total almost £1.5bn reclaimed since the introduction of Pension Freedoms in 2015.
IHT tax liabilities created in 2022-23 were £6.7bn, up £0.71bn or 12% compared to the previous year.
Wealth adviser and pensions firm Westerby Group has acquired Bristol-based SIPP specialist Cabot Trustees Limited for an undisclosed amount.
Four in 10, 40%, of people say they are worried about upcoming changes to pensions and inheritance tax.
The gap people need to fill between their income aspirations in retirement and the amount provided by the state pension has climbed to £18,552, according to new analysis of DWP figures.
A quarter, 24%, of people have little to no idea about how much they and their employers are paying into their pension.