20 Oct 2026

One in three retirees risk leaving more wealth than intended 

Why advisers should be talking about legacy planning now  Our latest ‘Permission to spend’ research reveals an interesting challenge for advisers: many retirees may be on course to leave behind more money than they ever intended. In Wealthtime’s latest Permission to Spend research that was conducted by Ad Lucem, a third (34%) of affluent retirees […]

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16 Oct 2026

Permission to Spend: Unlocking client confidence in retirement 

Following the success of our recent Permission to Spend: Unlocking Client Confidence in Retirement webinar that was hosted by Wealthtime’s David Edgar and joined by Tony Wickenden of Technical Connection and Phil Wickenden of Ad Lucem, we’ve brought together some of the key insights from the session.  Drawing on Wealthtime’s latest research among retirees and […]

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12 Oct 2026

Wealthtime shortlisted for ‘Going the Extra Mile’ award at the 2026 TBE Awards

Wealthtime has been shortlisted for a prestigious 2026 TBE Award, recognising the team’s hard work and commitment to delivering exceptional customer experiences. A proud moment for Wealthtime. We’re delighted to announce that Wealthtime has been shortlisted for the ‘Going the Extra Mile’ Award at the 2026 TBE Awards. With a record number of entries this […]

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12 Oct 2026

Talking to each other is the best way to boost financial confidence

Sophie Hall, Commercial Director, Wealthtime Advisers are highly skilled at showing clients what they can afford to spend in retirement. The greater challenge is helping people feel comfortable enough to actually enjoy the money they’ve spent a lifetime building. Our latest research, Permission to Spend, suggests there’s a significant gap between knowing you can spend […]

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24 Sep 2026

Toby’s quarterly deep dive – Q3 2026

Toby Larkman, Managing Director, Wealthtime This quarter has been dominated by uncertainty. We’ve had a new Prime Minister, a new Chancellor and a new City Minister. The Bank of England is wrestling with inflation again, and the FCA is revisiting aspects of Consumer Duty. None of this is unusual in isolation. What feels different is […]

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22 Sep 2026

Wealthtime backs industry-wide commitment to improve transfer experiences

Wealthtime is proud to be among the leading platform providers that have signed up to The Platforms Association Transfers Charter, an industry initiative designed to tackle longstanding transfer delays and deliver better outcomes for advisers and their clients. Developed in collaboration with platform providers and legal experts, the charter sets out a clear commitment to […]

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15 Sep 2026

Wealthtime research reveals just four in ten retirees believe they are spending the right amount

New research from Wealthtime has revealed that many retirees are struggling not because they lack money, but because they lack confidence in how to spend it. The findings, published in Wealthtime’s Permission to Spend Report, show that uncertainty around retirement spending is preventing many retirees from making the most of their wealth and enjoying the […]

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09 Sep 2026

A dead interesting Paraplanners Assembly: Five practical takeaways

At a recent Paraplanners’ Assembly webinar, industry and care professionals explored how better conversations, better planning and better data can help clients and their families navigate one of life’s most challenging transitions. Death is one of life’s certainties, yet it remains one of the least talked about aspects of financial planning. That’s why we were […]

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27 Aug 2026

Wealthtime research reveals over a quarter of financial advice clients are using AI tools

Wealthtime’s latest research reveals Artificial Intelligence (AI) is increasingly becoming part of the financial advice journey, with advisers believing more than a quarter of their clients are now using AI tools to support financial decision-making. The findings highlight a growing trend among clients who are turning to AI platforms to research investments, prepare for adviser […]

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