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Trending Articles
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NS&I’s September Premium Bonds prize draw creates two new millionaires in Co Durham and Cumbria
NS&I has reported today that two lucky Premium Bonds holders in County Durham and Cumbria have each scooped a £1 mil…
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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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iPipeline launches Advanced Underwriting to whole of market
iPipeline has rolled out its new Advanced Underwriting feature to all advisers via its SolutionBuilder® platfo…
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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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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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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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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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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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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
Insurance and Protection, Podcasts
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, somet…
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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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Monzo to migrate its investment and pension product to Seccl platform
Monzo, a leading digital bank with more than 12 million customers, is migrating its rapidly growing investment offering to Seccl, the Octopus-owned…
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Dynamic Planner launches Connected, a new podcast for the investment and advice industry
Dynamic Planner, the UK’s leading digital advice platform, is set to launch ‘Connected’ a brand-new podcast designed to inform, inspire and connect…
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Re-thinking multi-asset portfolios – insight from Brooks Macdonald
As market dynamics shift in response to renewed inflation concerns, elevated US valuations, and a changing geopolitical landscape, multi-asset investors must rethink…
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AIC urges Government to correct exclusion of investment companies from pension schemes bill
The Association of Investment Companies (AIC) has written to Treasury minister Torsten Bell MP to urge the government to amend its Pension Schemes Bill.…
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Marlborough’s Nathan Sweeney highlights six key multi-asset considerations for today’s age of uncertainty
As macroeconomic uncertainty reshapes the investment landscape, traditional portfolio models are under strain. Nathan Sweeney, CIO of multi-asset at Marlborough, highlights six…
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1 in 3 financial advisers believe they could take on 20+ more clients if their systems were fully integrated
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, has revealed nearly a…
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Number of people over 36 taking out 35-year mortgages surges 251%
New Freedom of Information (FOI) data from the Financial Conduct Authority (FCA), analysed by Quilter, reveals a significant rise in the number…
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Pre-retirees expect to need over £30,000 a year in retirement, leaving over £18,000 gap to fill every year
New analysis by Broadstone, based on the Department for Work and Pensions’ latest survey ‘Planning and Preparing for Later Life 2024‘, highlights the…
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IFA Magazine reader survey: what are advisers really thinking – and doing – about using multi-asset funds in 2025?
As readers will no doubt testify, multi-asset funds have long held their place in the investment toolbox for financial advisers and their…
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Government pushes ahead with pension IHT reforms
Written by Steve Berridge, IFGL Pensions Technical Services Manager On Monday, the Government announced that it was pushing ahead with its plan…