Latest news
Latest news | 30 Apr 26
Lifetime FM launches tool to support advisers with client segmentation
The modelling tool highlights opportunities for advisers to transition clients
Pension Schemes Bill passes through parliament after mandation ‘ping pong’
The Bill has been passed back and forth as peers battled to get the mandation clause removed
Alltrust to acquire Family Suntrust schemes from Phoenix Wealth
The deal will see Family Suntrust brought together with Alltrust’s Family Pension Trust
Lump sum pension withdrawals surge amid Budget speculation
Pension savers withdrew £3.9bn in lump sums from defined contribution pensions in Q4 2024–Q3 2025
The biggest mistakes I’ve seen advisers make (and how to avoid them)
Mistakes don’t tend to be dramatic – they’re usually quiet and incremental, says Sam Instone of AES