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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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Spring Budget adviser poll: Only 1 in 10 advisers think NI cut will lead to pensions savings boost
During an adviser webinar following Spring Budget attended by over 800 advisers, hosted by M&G Wealth, advisers didn’t expect the tax cut…
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Opportunity and risk | GBI 44 | March 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we…
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Lifetime Allowance: How the transitional tax-free amount certificate can make a big difference
As we approach the new tax year, Justin Corliss, Senior Pensions Development Manager at Royal London, explores the upcoming changes to the Lifetime Allowance…
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How often should you ask for client feedback?
Written by Jess Rushton, Head of Business Development, Smart Money People I’m sure Prince William knew that the pint he pulled recently…
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London rents continue to fall in February
Latest data from estate agency Chestertons reveals a 125% increase in the number of landlords choosing to reduce their asking rents in…
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Flagstone receives £108 million investment from Estancia Capital Partners
Flagstone, the UK’s leading cash deposit platform, has announced a £108 million ($138 million) equity investment by Estancia Capital Partners, a US financial…
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EXCLUSIVE: Hawksmoor IM’s Ian Woolley outlines their approach to AIM-based BR estate planning
In the next instalment in our series of exclusive interviews with industry experts, Ian Woolley, Head of AIM Services at Hawksmoor Investment Management, provides…
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Aegon: Consumer Duty raises challenges for British ISA
Aegon questions how providers of the Chancellor’s proposed British ISA will prove this meets FCA Consumer Duty requirements. Steven Cameron, Pensions Director…
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Validpath appoints Rory Jackson as network development manager
ValidPath, the network for independent financial advisers, has announced the appointment of Rory Jackson as Network Development Manager as it expands its…
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Parents earning £75,000 could gain £16,000 in Child Benefit payments and leave themselves £170,000 better off in retirement under new rules
New analysis from Quilter, the financial adviser, highlights the significant impact of the Child Benefit changes in the Budget last week. A…