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Trending Articles
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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BoE holds rates at 4% as housing market looks for stability: mortgage and property professionals respond
Economy, Mortgage and Property
The Bank of England has kept Bank Rate at 4% with a majority vote of 7-2, reinforcing expectations that August’s cut wil…
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Quilter: HMRC stats show record ISA inflows but £102m lost to LISA penalties
UK savers poured record sums into ISAs last year, with cash deposits surging amid higher rates and fears of allowance cu…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Weight-loss drugs: a breakthrough the protection industry can’t ignore
Exclusives, Insurance and Protection
With 1.5m Britons now using injections to lose weight and a further NHS rollout on the cards, we must consider their pot…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Regulatory failings review into Connaught Income Fund published next month
@peter_IFAMAG reads Twitter so you don’t have to. An independent review into Connaught, a collective investment scheme that lost investors £100m, is…
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Wealth Managers Brexit Checklist
This week has brought lots of news about COVID and local lockdowns – obscuring what would otherwise be wall to wall coverage…
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ESG fund AUM will account for over 50% of total European mutual fund assets by 2025
ESG assets to reach between EUR 5.5 trillion and EUR 7.6 trillion by 2025 ESG assets will make up between 41%…
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Sustainable is the future
Investors want to make a difference. At Aberdeen Standard Capital, we don’t just pay lip service to ESG matters; we put them…
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M&G Positive Impact Fund Update
Watch John William Olsen, Fund Manager of the M&G Positive Impact Fund review how the fund has fared over the past few…
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How the Government wants to revolutionise pension communications
The DWP has today published its response to a consultation on simplifying the annual benefit statements pension customers receive (https://www.gov.uk/government/consultations/simpler-annual-benefit-statements-for-workplace-pensions/outcome/government-response-simpler-annual-pension-benefit-statements) Government…
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Updated annual pension statement to exclude cost and charges info
@peter_IFAMAG reads Twitter so you don’t have to. The UK government decides against including info on Costs and Charges on updated annual…
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What were the Sunday papers’ money sections saying?
Here’s our weekly summary of the content in some of the leading National Media’s Money Sections this weekend. It’s a great way…
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Another 8x exit for Mercia EIS fund
There’s some interesting news from Mercia Asset Management, the proactive specialist asset management business which provides venture, private equity or debt finance…
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Upcoming event: Maximising the tax planning opportunities in your client bank
For professional advisers and paraplanners only. Tune in to the Octopus tax planning special on Thursday November 5 at 10am. Hear from…