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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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Sanlam UK launches AIM IHT service
Sanlam UK has launched an Inheritance Tax (IHT) Service which, it said, will enable clients to mitigate IHT liabilities and generate…
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Chase de Vere plans discretionary investment service
Chase de Vere, the national firm of independent financial advisers, is launching its new discretionary model portfolio service on 4 June and Ben…
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Peace for Korea?
Invesco Perpetual’s Asian Equities Fund Manager William Lam on his reasons for cautious optimism towards the Korean market: Prospect of peace after…
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Financial Planner case study 2 – TFP Financial Planning
Casey Mills, of Essex-based TFP Financial Planning, gives some insights into how the firm uses technology on a day to day basis…
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Kuber appoints Jenny Dalgarno as Sales Manager
Kuber Ventures has appointed Jenny Dalgarno as Sales Manager. Dalgarno has over 15 years financial services experience largely in sales and including…
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Greshan House acquires FIM and raises £15m via placing
Gresham House, the specialist alternative asset manager, has acquired FIM Services, a specialist in sustainable real asset investment, for a total consideration…
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Newell Palmer acquires HIA International (Financial Services)
Newell Palmer has acquired HIA International (Financial Services) in a deal brokered by Gunner & Co. Coventry-based HIA International Financial Services is…
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Are you making the right choice?
Michelle Hoskin of Standards International shares her thinking on a process which firms can use to select the systems which are most…
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How can Artificial Intelligence help advisers?
Sue Whitbread takes a look at the Clever Adviser Technology Ltd (Clever) proposition and talks to Clever’s Patrick Boughton and Nicola Cornish…
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Classic original 1967 Mini Deluxe barn find up for auction
A 1967 Mini 850 Deluxe, which has been in single ownership in Lancashire from new and in storage since 1983, and…