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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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Strong US CPI inflation rules out a June interest rate cut: latest analysis from Close Bros AM
With the market now pricing in 1-2 interest rate cuts by the Fed this year, and top US central bank officials including…
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Twenty7tec unveils FINPLAN wealth solution for financial advice businesses
Leading advice tech business Twenty7tec has announced the launch of FINPLAN Wealth today, a sophisticated web-based practice management and CRM solution for…
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Insight: Given the popularity of share buybacks by investment cos, TEMIT’s Chetan Sehgal reminds us of their pros –and cons
With investment trusts increasingly deploying share buybacks as an instrument to control share prices, investors are likely to be (quite fairly) asking…
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Transforming your business for future success by balancing technology – including AI – and people: insight from Simplify Consulting’s Giang Hughes
In this exclusive analysis, Simplify Consulting’s Business Support Manager, Giang Hughes, assesses the rise of AI, how humans are needed to utilise…
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Will the Chancellor cut taxes again with general election looming? Reaction
Following the comment piece yesterday from the Institute of Fiscal Studies, entitled ‘New tax year gives Chancellor more ‘headroom’ but doesn’t change…
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Gunner & Co: Business Valuation Multiples See Market Correction, after Experiencing a Notable Spike
After a spike in valuation multiples during 2022, the market has seen a correction in Q1 2024, both recurring income and EBITDA…
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NI&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London
This week we will be taking a look at a much under-advised protection product, Family Income Benefit (FIB). Protection planning, can at…
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PFS to sponsor NextGen Planners conference
The Personal Finance Society (PFS) has pledged to sponsor the 2024 NextGen Planners conference, an innovative celebration of the next generation of…
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Top fixed savings deals endure further rate cuts
Savers will find fluctuation in the top rate tables this month, including a drop to the market-leading one-year fixed rate bond. Moneyfactscompare.co.uk reveals the…
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Culture in financial services still needs to improve to better serve women, says FCA
Recent changes in culture within financial services firms still needs to become fully embedded in order to better attract female talent and…