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Trending Articles
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FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction
The Financial Conduct Authority (FCA) this morning released its latest Financial Lives survey, laying bare the growing c…
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Beneficial investment strategies and tariff impacts in the new tax year | GBI 51 | June 2025
Welcome to the latest issue of GBI Magazine – our first in the new tax year. Following our landmark 50th edition, we’re…
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Inflation spike rattles mortgage market: can rates hold in June? Reaction
Property and mortgage lending professionals have shared their reaction as inflation climbs to 3.5% The surprise uptick i…
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What IFAs Need to Know About the Enterprise Investment Scheme
The Enterprise Investment Scheme (EIS) celebrated its 30th anniversary last year, having facilitated over £34 billion in…
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15 years since ‘Bitcoin pizza day’ – AJ Bell’s Khalaf explores Bitcoin’s remarkable journey- and its link to pizza
As the cryptocurrency world marks Bitcoin Pizza Day today, advisers may find it an opportune moment to reflect on the ev…
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Millions of people facing uncertainty in retirement
One-fifth (19%) of non-retirees have no private pension, according to the latest FCA Financial Lives survey, meanwhile t…
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Santander announces further mortgage rate reductions to more than 60 products and introduces top of market rates
Santander UK has announced that, from Tuesday 20 May, it is making further mortgage rate reductions of up to 0.19% on mo…
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More people have bank accounts but one in ten have no cash savings, FCA Financial Lives survey reveals
The Financial Conduct Authority (FCA) has found that one in ten people have no cash savings at all, and another 21% have…
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Winter fuel payment U-turn may need new eligibility mechanism – Quilter’s Jon Greer
As part of his Prime Minister’s Questions session in the House of Commons today, Keir Starmer indicated that the governm…
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Evelyn Partners launches Index MPS range into the financial adviser market
Evelyn Partners is pleased to announce the launch of its Index MPS (Managed Portfolio Service) into the UK financial adv…
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Upcoming holiday let rule-change will be taxing for landlords
Looming tax changes around furnished holiday lets and the approaching holiday season are driving inquiries for tax advice from current owners and…
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Pension transfer volumes increasing but transfer times decreasing
Latest data for Origo shows that while overall pension transfer volumes have been increasing, transfer times have been decreasing. Pension transfer volumes…
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Investing in Japan: what’s the market outlook? – Charles Stanley
By Rob Morgan, Chief Investment Analyst, Charles Stanley The Japanese stock market is suddenly in the spotlight after finally surpassing the highs…
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Cazenove Charities releases a new report outlining actionable steps for universities to align their investments to net zero
Cazenove Charities, in partnership with British Universities Finance Directors Group (BUFDG), has published a guide for universities looking to align their investments with…
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Time4Advice strengthens partnership with FinCalc
Time4Advice, the creators of CURO: the next generation wealth management solution built on Microsoft Dynamics 365, has bolstered its strategic collaboration with…
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The Openwork Partnership – New Charity Partner
The Openwork Partnership, one the UK’s largest financial services networks, has announced Young Enterprise as one of its new national charity partners…
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Women value a personal wealth service more than men – JM Finn
Understanding what drives satisfaction for different clients is essential as wealth firms look to manage the vast transfer of wealth to the…
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Sparrow Solutions Report Writing Workshop: Release your inner storyteller
Whilst there are loads of technical exams and CPD for paraplanners, there’s actually very little practical training available. Sparrow Solutions, founded by…
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59% of Financial Services Employees Have Their Working Time Strictly Monitored
Report suggests leaders need to give ALL employees some autonomy and flexibility over how they accomplish their work A controlling and inflexible…
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Foster Denovo awarded highest Investors in People status for developing staff
The Financial advisory group Foster Denovo has been recognised for its excellence in developing its employees by achieving the Investors in People…
