UK Adviser
Industry 7 Nov 25
ASIC reprimands four advisers over CPD failures
A panel decided to give four advisers reprimands, while taking no action against a fifth adviser
Companies 7 Nov 25
Brooks Macdonald appoints chief people officer
Andy Robinson will also become a member of the executive committee
Industry 7 Nov 25
Majority of advised clients say Budget uncertainty is hurting financial planning
Inheritance tax (IHT) and income tax ranked as the taxes causing the greatest concern
Africa 6 Nov 25
AXA partners with Old Mutual to expand medical insurance in Africa
AXA policies in Kenya are now underwritten locally by Old Mutual
Financial planning | 6 Nov 25
Bank of England holds base rate at 4% despite saying inflation has ‘peaked’
The MPC voted 5-4 in favour of holding the base rate
UK Treasury greenlights report on AI and tech skills needed in financial services
The report was announced in the Financial Services Growth and Competitiveness Strategy, published in July
Titanbay and Adams Street partner to expand private wealth access
The deal will make Adams Street funds available on the platform
Financial planning | 5 Nov 25
Hoxton Wealth partners with Squirrel Education for student training day
It led a session on the positive impact that planners can have on people’s lives
Utmost Group rebrands Lombard International as integration completes
Lombard International merged into Utmost’s international life assurance division