Failed network Tenet wins long stop challenge against retired adviser
A former adviser has lost their case challenging Tenet’s long stop claim meaning they will need to pay…
How ChatGPT made one wealth adviser feel ‘replaceable’
James Taylor, wealth adviser at Compound Planning, said he felt “replaceable” after ChatGPT did a “good job” of…
Tenet tells adviser to pay £155k for advice given more than 20 years ago
An adviser is being asked to pay £155,000 by his former network, after an ex-client had his claim…
British Steel member ‘scammed’ out of pension is denied compensation
A member of the British Steel Pension Scheme who claims he was ‘scammed’ out of his savings has…
Tribunal rules expat’s pension withdrawals were tax-free
A first-tier tribunal found that an individual’s pension withdrawals made from his UK pension while resident in Portugal…
Why it is not just high net worth individuals departing the UK
The teams who surround high net worth families are joining them when leaving the UK which will have…
Crawley, Slough and Cambridge: the top three towns for adviser pay
The south-east, Cambridgeshire and the north-west of England are strong contenders for the highest average salaries for financial…
Advisers warned not to put all ‘eggs in one basket’ with IHT planning
Having good communication skills will “really pay off” for advisers when it comes to discussing upcoming changes to…
Petition launched to stop IHT on pensions
Pensions specialist Nathan Bridgeman has launched a petition to stop pensions coming into the scope of inheritance tax.…
Two-thirds of advisers raise minimum asset levels in wake of consumer duty
Two-thirds of advice firms have raised their minimum level of investable assets since the introduction of consumer duty…
Most popular AI systems among advisers revealed
AdvisoryAI, Saturn and PlannerPal ranked top three most popular AI systems in H1 2025. Analysis from AdviserSoftware revealed…
True Potential Wealth Management CEO resigns
True Potential Wealth Management CEO, Steve Hutton, has departed the organisation after seven years, a spokesperson has confirmed.…