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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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Wesleyan makes senior hire from Quilter
Wesleyan, the specialist financial services mutual, has appointed Karen Blatchford as Managing Director of Dental, Direct and Intermediary Distribution. Karen joins from Quilter…
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BDO urges chancellor to fix five key tax issues at the Spring Budget
While attention at the Spring Budget is likely to focus on any tax giveaways, accountancy and business advisory firm BDO is urging…
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Octopus Money successfully migrates onto Seccl-powered platform
Octopus Money, the company working to make money advice accessible to everyone, has carried out a successful migration of its customers ‘assets…
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Evelyn Partners Active MPS team adds Baillie Gifford Emerging Markets Leading Companies
The Evelyn Partners Active Managed Portfolio Service (MPS) team has initiated a new position in Baillie Gifford Emerging Markets Leading Companies in…
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Nearly all regulated firms at risk of financial crime without daily customer due diligence
New data reveals that more than nine out of 10 (92%) regulated firms do not carry out daily monitoring on clients. This…
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Financial regulator finds wholesale data market can be improved
The Financial Conduct Authority (FCA) has today published the findings of its wholesale data market study, which examined competition in the markets for credit…
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Defaqto unveils world-class financial planning journey in a single, comprehensive package
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has today announced an industry first that will…
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Blatchford joins Wesleyan intermediary distribution from Quilter
Wesleyan, the specialist financial services mutual, has appointed Karen Blatchford as Managing Director of Dental, Direct and Intermediary Distribution. Karen joins from Quilter…
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Aegon analyses Chancellor’s three options for ‘income tax cut’ in Spring Budget
With intense speculation that the Chancellor will seek to cut taxes and increase net incomes ahead of the General Election, Aegon’s Steven…
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Study reveals insurers boost scenario modelling spending as investment complexity increases
Insurers are boosting spending on scenario modelling, optimisation and testing in the face of rising investment complexity and challenges for the industry,…