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Trending Articles
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The Exeter announces agreement with iGPR to streamline requests for medical information
UK health and life insurer, The Exeter, has announced a new agreement with iGPR, the market-leading provider of redactio…
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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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Freedom Health Insurance launches Freedom 360: a powerful new health and wellbeing toolkit tailored for group clients
Launching on 1st October 2025, Freedom Health Insurance is proud to announce Freedom 360, a comprehensive health and wel…
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of Stat…
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UK CPI preview: inflation, rate cuts, and the pound’s path forward
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com The UK Consumer Price Index (CPI) will be release…
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Inflation hits 3.8%: industry experts share their insights
The latest inflation data shows the Consumer Prices Index (CPI) has risen to 3.8% in July, up from 3.6% in June, marking…
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Bank of England faces policy pivot
Written by Mark Michaelides, chief commercial officer of lender Molo While the Bank of England’s Monetary Policy Commit…
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Industry experts react to HMRC’s latest IHT figures
This morning’s HMRC update reveals a notable rise in Inheritance Tax (IHT) receipts, which reached £3.1 billion during t…
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Average UK property price falls 1.3% in August – Rightmove
According to Rightmove House price index- the largest monthly sample of residential property prices and housing market a…
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Aviva launches new guaranteed fixed term annuity to meet evolving retirement needs
Aviva has today announced the launch of its Guaranteed Fixed Term Income Plan, a new addition to its retirement income p…
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Fairstone Acquires South West Financial Planning
Fairstone Group, one of the largest CII Chartered Financial Planning organisations in the UK, has acquired Devon-based South West Financial Planning. The…
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Top Managers Opt For FundsLibrary Solvency II Solution
FundsLibrary has been chosen by two top fund managers to provide their Solvency II reporting solution. Jupiter Asset Management and Neptune Investment…
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BMO Becomes First Canadian Bank To Offer ETFs in Europe
BMO Financial Group has become the first Canadian bank to offer ETFs in Europe. Via its BMO Global Asset Management, it has…
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Towry Appoints CFO
Towry has appointed a new Chief Financial Officer. Wadham Downing joins the financial planning and wealth management firm on Monday. Downing will…
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Majority Of IFAs apprehensive about future changes in their own workplace
Most IFAs are apprehensive about future changes in their own workplace with business planning, performance management, technology and a diverse workforce the…
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IFAs Expect More Couples and Families To Seek Joint Advice
A new report concludes that IFAs expect more couples and families to seek joint advice on retirement planning as a result of…
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Four Senior Hires for Julius Baer
Julius Baer has boosted their UK Relationship Management and Wealth Planning team with four senior hires, all joining from Deutsche Bank’s London…
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EQ Investors Launches New Advice Service
A new advice service has been launched by EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers. Called Simple…
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Auto-Enrolment Consultancy Created By Sandringham
Sandringham Financial Partners has launched an auto-enrolment (AE) consultancy. It has been created to support partners working to deliver auto-enrolment solutions for…
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Biggest Challenge When Managing Risk
According to a new survey, client education is the biggest challenge when managing risk. This was the conclusion of advisers who attended…