Quilter’s Dave Reynolds to become Nucleus’ new CTO
Quilter's Dave Reynolds will join Nucleus Financial Platforms as its new chief technology officer (CTO) in January 2027. Reynolds will be part of the group’s executive committee and replaces Jenny...
View ArticleShelley McCarthy: The best plan is the one the client follows
The best financial plan is not always the one that looks the cleverest or most complex. If we see the production of this as a tool to demonstrate our technical skills, we may well be missing the point....
View ArticleP1 partners with PIMCO on adviser retirement portfolios
P1 Investment Management has partnered with PIMCO to launch a retirement-focused managed portfolio service for UK financial advisers. The portfolios combine P1’s discretionary management with PIMCO’s...
View ArticleLeader: Platform transfers are a pain point advisers can no longer ignore
Transfer delays have long been one of the platform sector's most persistent weaknesses. For years, advisers have complained about the complexity of moving assets between platforms, with transfers...
View ArticleThe Morning Briefing: AJ Bell adds Standard Life bond; Budget 2026 questions...
Good morning and welcome to your Morning Briefing for Tuesday 29 September 2026. To get this in your inbox every morning click here. AJ Bell adds Standard Life offshore bond to Investcentre AJ Bell...
View ArticleAJ Bell adds Standard Life offshore bond to Investcentre
AJ Bell Investcentre has launched a new offshore bond with Standard Life, expanding its range of tax and estate-planning solutions for advisers. The Standard Life International Bond is available...
View ArticleFCA secures £851,000 confiscation orders in crypto fraud case
Victims of a £1.5m crypto investment fraud are set to recover some of their losses after the Financial Conduct Authority secured confiscation orders worth £851,000 against two men. At Southwark Crown...
View ArticleTom Selby: What Budget 2026 questions should advisers expect?
It feels like yesterday that we were careering headlong towards what turned out to be Rachel Reeves’ final Budget as chancellor. The approach taken to that particular fiscal event has been widely...
View ArticleNucleus CTO Peter Docherty to leave at end of year
Nucleus' Peter Docherty is to leave his role as chief transformation officer (CTO) at the end of the year after almost four years with the group. Docherty confirmed his departure in a LinkedIn post,...
View ArticleM&G: The overlooked tax change coming in April 2027
Much of the attention surrounding 6 April 2027 has focused on the proposed inheritance tax changes for pensions. However, another measure taking effect on the same date could have important...
View ArticleAnnuity sales rise as retirees seek greater security
Annuity sales rose across a range of product types in 2025/26, with value protected, escalating and enhanced annuities all recording strong growth. Canada Life’s analysis of the latest Financial...
View ArticleStarting Out: The art of revision, Part 1 – R01 for beginners
R01 is often the first exam that aspiring advisers take if they are studying for their Level 4 diploma with the Chartered Insurance Institute (CII). It covers financial services, regulation and ethics,...
View ArticleWeekend Essay: What happens when every client has a chatbot?
Over the past year, I have spoken to plenty of advisers about AI. Few seem worried about being replaced. More are beginning to wonder how it is changing their conversations with clients. A recent...
View ArticleThe Week in Brief – 21 Sept to 25 Sept
Money Marketing’s must-reads: Top 10 stories of the week Benchmark performance milestones and mounting tax scrutiny lead the agenda across the UK wealth management sector this week. Nearly 90% of SJP...
View ArticleAI may increase demand for financial advice, study finds
Four in 10 financial advisers expect demand for advice to increase over the next five years as AI becomes more prevalent, a study by M&G has found. A further 39% expect demand to remain unchanged,...
View ArticleBen Hammond: The fine art of innovation
“Innovation,” you mutter under your breath, exiting another product strategy meeting where everyone’s excited about what they will hopefully be developing next. It's perhaps one of the more overused...
View ArticleThe Morning Briefing: FCA shuts down 24 CFD firms; Chasing the time savings,...
Good morning and welcome to your Morning Briefing for Friday 25 September 2026. To get this in your inbox every morning click here. FCA shuts down 24 CFD firms The Financial Conduct Authority has...
View ArticleFCA shuts down 24 CFD firms
The Financial Conduct Authority (FCA) has driven two dozen Contracts for Difference (CFD) brokers out of the market after uncovering widespread abuse of UK regulatory permissions designed to mask...
View ArticlePFS: Chasing the time savings, but at what cost?
One of my favourite parts of paraplanning is that feeling when a big, complex financial plan is finally signed off by the adviser. The one you have been waiting on provider information for, with the...
View ArticlePension withdrawals surge to £91bn amid tax and IHT uncertainty
More than £91bn was withdrawn from pension pots accessed for the first time last year as tax uncertainty and forthcoming inheritance tax changes continued to reshape retirement decisions. New Financial...
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