Latest Blogs
Popular News
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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.
Comment and Blogs
Richard Mattison, director at SSAS specialist Whitehall Group, comments on the scrapping of the Lifetime Allowance, the raising the Annual Allowance and the unintended consequences they could cause.
Read more: Richard Mattison: Pension changes bring new risks
Read more: MacGillivray Blog: AMPS conference a great success
So, Budget 2015 brought us another change to the lifetime allowance (LTA), with the proposal to reduce it from £1.25 million to £1 million. This now seems to be the pension policy of choice for at least two of the main political parties.
Read more: Morrison Blog: Confusion to reign over lifetime allowance
Much of my last 12 months has been spent touring the UK, talking to advisers about pension freedoms. Whilst I still have a few sessions to go, I’d like to share a few interesting findings with you.
Read more: Morrison blog: Upturn in people interested in taking cash out
Sometimes you spot something a bit left field that makes you wonder about the wider implications and whether trouble is just over the horizon.
Read more: Morrison Blog: Is trouble coming over the horizon?
We live in an instantaneous world – if I go on Amazon I can have my purchase with me the next day, banking can be done at the click of a mouse and bills can be paid without even getting up in the morning.
Read more: Mike Morrison: Govt call for firms to up their game is ironic