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Trending Articles
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£1 million jackpot win for two Premium Bonds holders from North East Scotland and Greater Manchester
Two Premium Bonds holders from North East Scotland and Greater Manchester have each won a £1 million jackpot in October’…
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Income Protection Action Week: helping advisers put income at the heart of client conversations
Exclusives, Insurance and Protection
This year’s Income Protection Action Week shines a spotlight on the vital role advisers play in helping clients protect…
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more2life responds to FCA Discussion Paper 25/2 urging regulator to create the conditions for later life lending to deliver to its full potential
more2life, the later life lender, has issued its response to the FCA’s Mortgage Market Discussion Paper (DP25/2), welcom…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals…
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From conveyancing to freehold – the house buying jargon baffling Brits
Insights, Mortgage and Property
Buying a home can be daunting, especially for first-time buyers who are faced with complex terms and legal jargon. In fa…
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Developing your business growth engine | IFAM 142 | October 2025
Gearing up for growth Welcome to this latest edition of IFA Magazine. Our focus this month is all about business develop…
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FE fundinfo launches MPS Universe to transform Managed Portfolio market for advisers
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacifi…
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Steve Webb: Over 100,000 people set to be thrown off the ‘Winter Fuel Payment Rollercoaster’ next year because of frozen £35,000 threshold
The increase in the state pension and other pensions next April will take more than 100,000 people over the £35,000 cut-…
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CISI marks World Financial Planning Day 8 October highlighting the CFP™ mark, the UK’s highest financial planning certification
Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and edu…
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Later life lending stands at a crossroads as 28% of advisers seek products which bridge mainstream and later life needs – Air
Air, the leading later-life lending platform, has today launched its inaugural Comprehensive Conversations Report, detailing the demographic changes and adviser needs fuelling the…
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MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh has today published a 10-point checklist to help firms in meeting the vulnerability requirements of Consumer Duty. It follows the recent…
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Two in five UK employees would take a willing pay cut for better benefits
Two in five (40%) UK employees would choose a job that offers a lower salary, but generous employee benefits (i.e. income protection,…
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Clients increasingly turn to advisers because of HMRC helpline delays, Investec Wealth & Investment research shows
HMRC helpline delays are driving more clients to seek help from financial advisers with their tax planning, new research from wealth manager…
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Adviser firms need to follow regulatory trajectory on suitability to avoid non-compliance – Oxford Risk
Adviser firms need to adapt to changes in the regulatory approach to client investment suitability assessments and move away from a product-specific…
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PIMCO Commentary – Richard Clarida: One Hike, Three Hints, and a Surprise Rate Cut
Recent signals from major central banks suggest challenges ahead with easing monetary policy amid above-target inflation. By Richard Clarida, Global Economic Advisor…
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How do VCTs prove their worth?
Over several decades VCTs have proven their value to shareholders as long-term investments and ever-increasing numbers of entrepreneurs are seeking to build…
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6.5 million put off managing money until they start a family
The way we build families in the UK is changing. Millions of people are delaying key life events like getting married, having…
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Study reveals illiquid assets move up the investment agenda for institutional investors and wealth managers
More than three-quarters (78%) of institutional investors and wealth managers will increase allocations to illiquid assets over the next five years with…
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New research with financial advisers and investment professionals reveals increasing allocation to infrastructure in client portfolios
The majority (92%) of clients with over £200,000 of investible assets now have an allocation to infrastructure, according to new research with 200…