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Personal finance

10386 posts
PPersonal finance
I cashed my pension at 55 to pay off £8,000 debts
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I cashed my pension at 55 to pay off £8,000 debts

  • June 18, 2026
Tony Watts worked as a chef for most of his life, including as head chef at several restaurants,…
PPersonal finance
Linvo Sets Sights on AI-Led Wealth Management, Opens AI Advisor Roles for 2026
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Linvo Sets Sights on AI-Led Wealth Management, Opens AI Advisor Roles for 2026

  • June 18, 2026
ZURICH–(BUSINESS WIRE)–Linvo AG, a Zurich-based multi-family office and wealth management firm, today set out its vision for the…
PPersonal finance
The great wealth transfer isn't coming - it's already here
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The great wealth transfer isn’t coming – it’s already here

  • June 18, 2026
Advisors who wait for a wealth event to introduce themselves to the next generation are already too late.…
PPersonal finance
India-UK social security pact to slash costs for firms; up to 95% of Indian professionals to gain
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India-UK social security pact to slash costs for firms; up to 95% of Indian professionals to gain

  • June 18, 2026
Thousands of Indian professionals working in Britain through Indian employers will stop paying dual social security contributions from…
PPersonal finance
Warren raises €10M to reshape retirement savings
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Warren raises €10M to reshape retirement savings

  • June 18, 2026
Ghent-based fintech startup Warren has raised €10 million in a seed funding round led by Motive Ventures, the…
PPersonal finance
Campaigner Mick Newton outside the Houses of Parliament with a banner which reads " Saved by Miners, I.O.U £8 billion, Stolen by Government".
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Former East Midlands miners call for pension funds to be released

  • June 18, 2026
Charles Chiverton, who also worked at Thoresby Colliery and is a spokesperson for the campaign, said the miners…
PPersonal finance
AI-Native Infrastructure for RIAs
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AI-Native Infrastructure for RIAs

  • June 18, 2026
Jon Stevenson, President and Co-Founder of Astraeus, discusses the urgent need for AI-native infrastructure in the wealth management…
PPersonal finance
Treasury could claw back schools' pension savings
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Treasury could claw back schools’ pension savings

  • June 18, 2026
The Treasury could claw back any savings made by schools from an anticipated fall in employer contributions to…
PPersonal finance
Martin Lewis reveals how to reclaim money held up in ‘lost’ bank accounts and pensions - The Independent
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Martin Lewis reveals how to reclaim money held up in ‘lost’ bank accounts and pensions – The Independent

  • June 18, 2026
Martin Lewis reveals how to reclaim money held up in ‘lost’ bank accounts and pensions  The IndependentMartin Lewis anyone…
PPersonal finance
Opinion: Three powerful forces are draining family wealth — and your estate plan is completely unprepared
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Opinion: Three powerful forces are draining family wealth — and your estate plan is completely unprepared

  • June 18, 2026
Last Updated: June 17, 2026 at 4:40 p.m. ETFirst Published: June 17, 2026 at 9:24 a.m. ET The largest wealth…
PPersonal finance
Breaking news concept with a digital globe, highlighting global connectivity and information flow in a business context
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Inheritance tax enquiries surge to six-year high after crackdown

  • June 17, 2026
Wednesday 17 June 2026 2:41 pm Tax authority probes into households’ inheritance tax returns have surged to a…
PPersonal finance
UBS Team Launches $3.5B RIA in San Francisco
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UBS Team Launches $3.5B RIA in San Francisco

  • June 17, 2026
A team that previously managed about $3.5 billion in client assets at UBS has launched Beacon Coast Partners,…
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