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Over 21 million people need Targeted Support

Royal London has revealed that as many as 21.5 million people across the UK could benefit from Targeted Support, highlighting the significant challenge, and opportunity, the industry faces in providing accessible support to help people with their finances.
Posted on Friday Dec 5

Regulators publish plans to support growth of mutuals sector

A raft of measures designed to support the growth of the mutuals sector have been announced today by the financial regulators. They include a review of credit union regulations and the launch of a Mutual Societies Development Unit by the Financial Conduct Authority (FCA).
Posted on Friday Dec 5

Finance Bill gives details on IHT changes but issues remain

Today’s Finance Bill sets out the Government’s response to the consultation it opened in July 2025 on how inheritance tax will be applied to pensions and death benefits from April 2027. It adds important detail to the headlines announced by HMRC on the evening of the Budget Day last week.
Posted on Thursday Dec 4

TPR ensures pension benefits of Northern Foods Pension

Details of action taken by The Pensions Regulator (TPR) to secure a good outcome for over 13,000 members of the Northern Foods Pension Scheme (NFPS) are published today. A package has been agreed to strengthen support for the pension scheme and help it to achieve self-sufficiency over the next decade.
Posted on Thursday Dec 4

FCA to investigate if Budget leak may amount to market abuse

The FCA have written to Dame Meg Hillier MP at the Treasury Select Committee with regards to investigating the handling of information ahead of the Autumn Budget 2025 and whether it amounts to market abuse.
Posted on Thursday Dec 4

PwC advises on groundbreaking pension sponsorship deal

PwC advises Stagecoach Group pension scheme on groundbreaking sponsorship by Aberdeen Group plc. PwC has acted as lead adviser to the Stagecoach Group Pension Scheme (SGPS) trustee on a landmark transaction that sees Aberdeen Group plc become the scheme’s sponsoring employer. This trustee-led innovative deal is set to deliver significant benefits to SGPS’s 22,000 members, including an immediate uplift and improved inflationary protection over time.
Posted on Thursday Dec 4

How much the Cash ISA allowance cut could cost you

Cash ISA allowance cut set to increase tax bills for millions of savers. Frozen personal savings allowance, higher tax rates and reduced Cash ISA allowance create a triple blow for cash savers. Over five years additional-rate taxpayer faces £2,380 tax bill on lost £8,000 of ISA savings, rising to £9,349 over 10 years. Higher-rate taxpayers face extra tax bill of £1,152 over five years, rising to £6,464 over 10 years. Government expected to gain from extra tax on savers’ interest
Posted on Thursday Dec 4

M&A outlook for 2026 as market remains bullish

Global mergers and acquisitions (M&A) outclassed companies not involved in dealmaking during the first nine months of this year, according to WTW research based on share price performance1. In partnership with the M&A Research Centre at Bayes Business School, the data shows that the M&A market is on track to achieve its best performing year since the dealmaking boom that followed the pandemic slowdown, paving the way for a stronger year ahead.
Posted on Wednesday Dec 3

Royal London complete first BPA transaction with two mutuals

Royal London’s BPA team has now secured premiums with a combined value of £865 million in 2025, with further transactions both recently completed and in exclusivity.
Posted on Tuesday Dec 2

Savers put £4.2bn into Cash ISAs ahead of the Budget cut

4.2 billion saved into Cash ISAs in October according to Bank of England statistics released. That’s up from £3.3 billion in September and is the highest inflow since April. Flows could have been bigger in light of the widely anticipated cut to the Cash ISA allowance. We estimate just 4% of Cash ISA savers will be affected by the allowance cut and go on to invest in the UK stock market
Posted on Monday Dec 1

FCA proposal to make ESG ratings transparent and comparable

The FCA has published proposals to ensure that environmental, social and governance (ESG) ratings are transparent, reliable and comparable - a move that is estimated to deliver around £500m in net benefits over the next decade.
Posted on Monday Dec 1

OBR upgrades CGT receipts by £6.1bn by the end of the decade

The OBR’s Economic and Fiscal Estimates publication shows that Capital Gains Tax (CGT) is now estimated to raise an additional £6.1 billion between 2025-26 and the end of the decade.
Posted on Friday Nov 28

Calm on Black Friday as investors hope for glimpse of Santa

FTSE builds on recent rally. Resilient trading at Mitchells & Butlers. Shares up 8%. UK shoppers expected to spend £6.4bn today. US futures up ahead of return from Thanksgiving. Brent Crude prices head for fourth monthly loss.
Posted on Friday Nov 28

State pension on collision course with 20p tax band

Chancellor Rachel Reeves yesterday confirmed that the state pension will go up by 4.8% in April 2026 to: £241.30 per week (around £12,548 per year) for the full ‘new’ state pension and £184.90 per week (around £9,615 per year) for the ‘old’ basic state pension
Posted on Thursday Nov 27

Tax led consolidation amid a challenging fiscal backdrop

On November 26, the UK government (rated AA, Stable trend) presented its second Autumn Budget against a backdrop of a challenging fiscal environment. The government has limited headroom under its fiscal rule, and recent welfare policy reversals, elevated debt interest costs, and a softer growth outlook have further narrowed fiscal space.
Posted on Thursday Nov 27

Budget fails to deliver on tax reform to drive investment

Rob Agnew, Partner & Head of Private Capital, Isio, comments: "The Chancellor has clearly indicated a desire for the UK to become a hub for entrepreneurs and fast-growing firms.
Posted on Thursday Nov 27

Like watching Match of the Day when you know the scores

OBR report published early caps off the leakiest of Budgets. The chancellor has opted for pain now in the hope of relief later. The chancellor’s cut to household bills paves the way for interest rate cuts. What the bond market thinks. Budgets are getting leakier at a worrying pace
Posted on Wednesday Nov 26

Sticking plaster Budget may see Reeves up taxes in a year

Budget a missed opportunity to address growth challenges. Increase in fiscal headroom has kept bond market calm, but already raises questions about next Budget. Changes to pensions ‘particularly disappointing’ and will disincentivise saving
Posted on Wednesday Nov 26

Income Tax Threshold freeze extended to 2031

Earners face higher tax bands, pensioners could face paying income tax on the State Pension alone
Posted on Wednesday Nov 26

British investing hub and Stamp Duty holiday

The Chancellor has announced plans for investing platforms to build hubs championing UK investment opportunities in 2026. Hargreaves Lansdown fully supports the initiative which will help meet retail investor demand for the best of British. The hub, alongside the confirmed Stamp Duty holiday for new UK listings, is a welcome boost for UK shares. These announcements complement the Leeds Reforms aimed at building a retail investment culture in the UK.
Posted on Wednesday Nov 26

Comments on Chancellors introduction of new Mansion Tax

Mercer and Broadstone comment on the announcement there will be higher council tax for properties worth more than £2 million.
Posted on Wednesday Nov 26

Chancellor reduces cash ISA allowance to £12k for under 65s

Broadstone and Aegon comment on the Chancellor reducing cash ISA allowance to GBP12k for under 65s
Posted on Wednesday Nov 26

Shock rise in income tax on savings interest

The OBR documents indicate, the rate of income tax on savings interest will rise in April 2027.If you bust your personal savings allowance, basic rate taxpayers will pay 22% on interest, higher rate taxpayers 42% and additional rate taxpayers 47%.This is a rise of 2% across the board.
Posted on Wednesday Nov 26

Budget looms, US rates in focus and drama on the AI stage

UK markets open higher as Budget looms. UK Banks are expected to avoid major tax hikes. US markets react to rising rate cut hopes. Dell calls out strong AI demand. Alphabet’s TPU success offers an opportunity for Nvidia. Oil slips as Ukrainian peace talks progress
Posted on Wednesday Nov 26

Cash ISA allowance may be cut from £20,000 to £12,000

The government is reportedly planning to cut the cash ISA annual allowance to £12,000. HMRC says around 15 million adult ISAs were subscribed to in 2023/24 – just under 10 million of which were cash ISAs. It has been a record tax year so far for the number of people paying into HL cash ISAs - as well as HL stocks and shares ISAs, JISAs and LISAs.
Posted on Tuesday Nov 25