04/20/2026
PPI expands lost pensions 2026 survey to include DB providers
In addition to its DB scheme expansion, the PPI will also explore underlying factors behind lost pensions and the impact on policy and savers’ outcomes.
Comment, Analysis & Research
04/17/2026
EY named a Leader in The Forrester Wave for OCM Services
Forrester also notes that EY’s simplified structure means customers can expect more integrated service offerings.
04/15/2026
Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable
The Stable Outlook on the Long-Term IDR mirrors that on CACIB's Long-Term IDR.
04/15/2026
New NextWealth Guide released today shows how the Centralised Retirement Proposition (CRP) for advisers has become a Consistent Retirement Playbook
These findings suggest that many firms already operate a Consistent Retirement Playbook, even if it is not formally labelled as such.
04/14/2026
Men in UK financial services earn £40,000 more than female colleagues
In terms of working hours, men work an average of 48.27 per week versus 46.75 for women, translating into hourly earnings of £68.66 and £54.78.
04/13/2026
How leaders can aim for success as private markets change the rules
As private capital moves into retail channels, liquidity design and operating resilience will determine scale and survival.
04/13/2026
Bank of England Examines How Global Financial and Lending Strategies Impact UK Economy
The insights shared by the Bank of England explain that advances in big data, artificial intelligence and online platforms have sharply reduced the cost of changing prices.
04/10/2026
Blevins Franks: Net closing in on undeclared assets
Clients and their advisers are facing the strictest financial scrutiny seen in Blevins Franks’ 50-year history, writes head of wealth structuring David Morley
04/10/2026
Italy Tightens Pension Controls Abroad While Dangling a 4% Tax for Returning Retirees
The 2025–2026 verification cycle signals tighter administrative scrutiny of Italy's €1.75 billion cross-border pension footprint.
04/10/2026
Pension providers ‘need new ways to connect’ with younger savers
This, People’s Pension suggests, means traditional approaches are failing to resonate with those at the start of their savings journey.
04/10/2026
Unite posts tougher quarter and disposals gather pace
Operational challenges are also set to continue at Unite.
04/10/2026
Majority of UK homeowners don’t understand what IP covers
With more than 4.3 million people now self-employed in the UK, this confusion risks excluding a substantial, and often more financially exposed, group from considering protection at all.
04/09/2026
BNP Paribas has been accelerating its support to the defence sector in 2025, with an additional €6.5 billion in investments and €2 billion in financing
BNP Paribas delivered on the commitment it made in March 2025 to expand its support for the ecosystem of large-, mid- and small-cap companies working to strengthen our collective security.
04/09/2026
Risk Warnings Review should allow industry to be more creative and engaging in disclosures
This is why the work of the Risk Warnings Review from the IA is so important.
04/09/2026
UK weighs reviewing banks’ AI models – report
The proposal aims to make sure algorithms developed in the US meet the necessary benchmark.
04/09/2026
Population of UHNWIs grows by 5.4% in just six months, study finds
This dominance is largely driven by United States, which is home to the largest number of UHNWIs globally, with 192,470 individuals controlling a combined $22.3tn in wealth.
04/09/2026
The 0.1% have hidden more wealth in offshore tax havens than half of humanity own
The super rich 0.1% have £2.68trn hidden in accounts registered abroad, while the 0.01% hold half of that amount.
04/09/2026
Ditch ‘alarming’ risk warnings to spur UK retail investment, fund managers told
Trials show more balanced messages boost share of wealth in equities
04/08/2026
Almost a fifth of employers won’t adjust salary sacrifice post-2029
With the government set to cap the National Insurance (NI) exemption on salary sacrifice pensions contributions at £2,000 a year from April 2029,
04/08/2026
How a multi-family office uses convertible bond arbitrage
Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, says the positive convexity of convertible bond arbitrage is particularly attractive.