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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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This year, next year, some time, never? Mike Wilson looks at the US market
If there’s one thing that the last 90 days have taught us, it’s that nothing lasts forever where President Donald J Trump…
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The risk of risk-profiling – part two of Keith Robertson’s in-depth analysis
The assessment of risk is fundamental to advisers and planners in their quest to ensure that clients benefit from effective and appropriate…
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Better Business – Brett Davidson asks whether you are taking your own advice?
When you are leading a very busy life, it is often difficult to fit in everything you want to do. Brett Davidson…
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The eye of the tiger – Brian Tora looks at Emerging Markets
Emerging market funds were amongst the outperformers in 2016, but what does the future look like for investment in this dynamic asset…
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Five common myths about selling your financial planning business
The world of mergers & acquisitions (M&A) is as complex as it is varied, where everyone has a story of how best…
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PFS graduation pictures
The biannual graduation held by The Personal Finance Society (PFS) took place last Friday at Chartered Insurance Institute’s Great Hall in London. The…
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Most successful VCT offers
Last week we revealed how VCTs enjoyed the second highest fund raising year on record (the total amount raised by VCTs…
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French Election: “Le Pen will almost certainly be defeated in two weeks time, and equities can continue to rally going into 2018 as non-existential risks can be absorbed.”
Timothy Graf, head of macro strategy EMEA, for State Street Global Markets, and Bill Street, head of investments for EMEA at State…
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PFS biannual graduation takes place today
The biannual graduation held by The Personal Finance Society (PFS) takes place today at Chartered Insurance Institute’s Great Hall in London. The…
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Open wide: dentist turned IFA wins the vouchers
Here’s a picture of an IFA who took part in our recent survey and won the vouchers. Andrew Stallard is a keen…