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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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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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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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Retail investment bounces back as Bank Rate cut again
The latest insights from Rightmove reveals a bounce back in demand to invest in the retail sector. Demand to invest in the…
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Supreme Court judgment impacts on future tax and estate planning
Written by Sarah Ingram, Partner and Head of Family Law at Winckworth Sherwood The Supreme Court’s recent decision on Standish v Standish [2025] UKSC…
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Dynamic Planner sees record £100bn client holdings as consumer duty marks 2nd year
Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn…
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98% of LISA holders are ‘reliant’ on bonus to achieve homeownership aspirations
Nearly all of those who hold a Lifetime ISA (LISA) feel ‘reliant’ on the 25% bonus in order to purchase a home,…
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IBOSS launches blended MPS range to deliver cost-efficient active management for today’s markets
IBOSS Asset Management, part of Kingswood Group, has launched its new Blended MPS — a discretionary portfolio solution designed to meet the…
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Majority of mutuals report AUM growth and Own Funds increasing
Broadstone’s 2024 Solvency and Financial Condition Report (SFCR) Analysis finds a mutual and co-operative sector that is financially resilient with growing assets…
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ASK Partners’ Daniel Austin sets out how and why stabilising the property market ahead of Autumn Budget is so important
With much speculation in the national media this past few days about what might be revealed in the budget, in the following…
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Consumer duty two years on – Chris Jones, Financial Services Director, Dynamic Planner, provides his insights
Consumer Duty is two years old. If the time seems to have gone as quickly to you as it does to me,…
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Multi-asset momentum: what advisers are really thinking – and doing – in 2025
Multi-asset funds have long held their place in the investment toolbox for financial advisers. But are they still delivering what advisers and…
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New research provides key insights on the future of advice and demand for new advice services
New insights from AdviserSoftware.com’s “Building the Business Case for Digital Advice” study shows these conclusions have been reached by understanding consumer preferences considered by…
