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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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Preparing for retirement in the digital age: why financial education must rise to the challenge
By Fannie Wurtz, Head of Distribution & Wealth Division, ETF & Passive Business Lines Today, retirement has become one of the top…
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Guest insight | How platforms can help make sense of Europe’s investment landscape
Europe might still baffle diplomats, but it doesn’t have to confuse investors, says Novia Global’s Linda Johnstone. In her latest blog for…
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Total cost of pension tax and NI relief passes £50bn…but Reeves faces public sector firestorm if she targets another retirement raid
The total net cost of pension tax and National Insurance Contributions relief hit £52.5 billion in 2023/24, up marginally from £50.1 billion…
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The industry weighs in on the latest HMRC property transaction data
HMRC’s latest property transaction data has prompted swift analysis across the real estate sector, as professionals assess what the figures signal for…
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IHT stats highlight how fiscal drag continues to swell tax receipts
HMRC’s latest inheritance tax (IHT) statistics for the 2022/23 tax year reveal a significant £710 million increase in liabilities compared to the…
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Number of estates liable to inheritance tax rises by 13% ahead of ‘seismic’ reforms due next year
New figures released by HMRC today show that the number of estates liable to pay inheritance tax rose by 13% in 22-23 vs the…
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Defaqto releases most comprehensive MPS analysis to date
The Managed Portfolio Services (MPS) market has entered a new era of rapid expansion and diversification, according to the newly released Defaqto in…
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Employee pension participation rises in 2024 but 45% of adults still not saving and opt-outs high
The Department for Work & Pensions today published its ‘Workplace pension participation and savings trends: 2009 to 2024’. It finds that round…
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Two years of Consumer duty: Dynamic Planner unveils key insights in new whitepaper
To mark the second anniversary of Consumer Duty, Dynamic Planner has shared a new whitepaper focused at offering timely insight into real-world…
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Sparrows Capital expands SCore MPS market range for advisers
Evidence-based investing pioneer Sparrows Capital is pleased to announce a significant enhancement to its top performing Sparrows SCore MPS Market range, providing financial advisers…
