Top 10 Stories: Rathbones suspends onboarding of riskier clients / Fake FCA website warning

Top 10 Stories: Rathbones suspends onboarding of riskier clients / Fake FCA website warning

• Subscribe to Financial Planning Today now and gain   access to hundreds of professional articles  •   ‍  10 Key Stories in the Last 7 days         Rathbones halts onboarding of 'enhanced due diligence' clients Regulator warns of fake FCA website 40% of over 55s have no plan for tax-free sum Scottish Widows shifts Letter of Authority servicing to Unipass IHT pension tax changes spur new trust from Transact CPI inflation rate stays at 2.8% AJ Bell Investcentre integrates with Intelliflo Zerokey FCA bans P2P fraudster brothers HMRC complaints surge 66% to 12,670 in one year 2 South West firms gain CISI Chartered Firm status ‍  Financial Planning Vacancies     Title Vacancy:  Financial Adviser / Malta-based / Attractive Package ‍  Get Financial Planning Today 'Unlimited' for just  £9.99 a month. Cancel Anytime  • Offer: Enjoy Unlimited access to articles + get Financial Planning Today Magazine digital edition for just £9.99 per month. Cancel Anytime. Terms apply.    • Take your Financial Planning to the next level:The  Financial Planning Today magazine - premium glossy print and digital editions available •   Your Subscription: Modify your Subscription | Forward this e-mail to a friend | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, www.financialplanningtoday.co.uk

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Editor's Picks: Advisers say some clients moving overseas / The true impact of AI - comment

Editor's Picks: Advisers say some clients moving overseas / The true impact of AI - comment

5 M&S vouchers to win in our 2026 Reader Survey Prize Draw - closing soon ‍  Editor's News Picks of the Week           Half of financial advisers seeing clients move abroad Editor’s Comment: Why AI is neither villain nor saviour Speakers announced for PFS Festival of Financial Planning MPC votes 7-2 to keep base rate at 3.75% IHT receipts drop for second month but trend is upwards 2 in 3 adults saving regularly for younger relatives Frenkel cyber incident impacts new client numbers Clone scammers target Vanguard Title Job Vacancy on Financial Planning Today Jobs: Financial Adviser / Malta-based / Attractive Package ‍  Subscribe to Financial Planning Today for  £9.99 a month. Cancel Anytime  • Subscription Offer: Enjoy Unlimited access to articles + Financial Planning Today Magazine (digital edition) for just £9.99 per month. Cancel Anytime. Terms apply.   ‍• Take your Financial Planning to the next level - Subscribe to Financial Planning Today magazine today. Find out more... •   Your Subscription: Modify your Subscription | Click here to view it online | Portfolio Publishing Ltd, Registered Address: Ross + Partners, Argyle House Northside – Suite 1B1, Joel Street, , Northwood, Middx, HA6 1NW, www.financialplanningtoday.co.uk

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