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Trending Articles
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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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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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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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State Pension could rise by £550+ thanks to Triple Lock as earnings growth outpaces inflation
New analysis from leading independent financial services consultancy Broadstone suggests the State Pension is set for an…
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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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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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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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Model portfolio sales accelerate in second half of 2024, finds new ISS MI research
LONDON, 3 APRIL 2025 – Model portfolios continued to dominate sales in the UK financial adviser channel during the second half of 2024, a new…
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Puma Investments announces B Corp Certification
Puma Investments has been certified as a B Corporation (B Corp), joining the growing movement of companies that are reinventing business for…
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Sackers alert – april 2025 and beyond
With the start of the new tax year upon us, David Saunders, Sackers’ senior partner, shares comments: “As we stand on the cusp…
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Half of IFAs think reducing or scrapping the ISA limit would drive clients to invest
With savers rushing to meet this weekend’s tax year-end deadline, fresh data from research and insight agency Opinium reveals that 49% of Independent Financial…
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Capital Group’s Chris Miles shares Five keys to portfolio construction
In the following analysis, Chris Miles, Head of UK & Ireland Client Group at Capital Group, tells us why he believes that…
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AJ Bell: UK and active funds remain under the pump in 2025
Retail investors withdrew £2.4 billion from active funds in February, according to IA data released today. Laith Khalaf, head of investment analysis at…
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The Price of Freedom? While most value Pensions Freedoms, many worry about their long-term financial security according to Standard Life
As the ten-year anniversary of the introduction of Pension Freedoms approaches, new research from Standard Life, part of Phoenix Group, finds that while…
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FE fundinfo launches dataset on Snowflake Marketplace to enable next-level data connectivity for asset and wealth managers
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, announced the launch of…
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Rathbones Asset Management adopts SDR labels on two funds
Rathbones Asset Management Limited (RAM) announces it is to adopt the ‘Sustainability Focus’ label, under the Sustainability Disclosure Requirements (SDR), for the…
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Chartering new paths – expanding the career potential of paraplanners
When we talk about careers in financial planning, paraplanners don’t always get the spotlight. For all the value they bring, paraplanners have…