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Trending Articles
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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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AI for pensions: transformative potential, responsible use
The pensions industry is entering a new era driven by the transformative potential of AI. From enhancing operational eff…
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Spectre of inheritance tax sees grandparents’ wills changed after death to skip a generation
As the government seeks to balance the books, even the modestly well-off fear hefty inheritance tax bills. This is drivi…
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Royal London enhances Principle equity release product
Royal London today announces significant enhancements to its Principal equity release product, reinforcing its commitmen…
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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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80% of homeowners could be missing out on green mortgage benefits
UK homeowners could be losing out on mortgage savings as 80% of UK homeowners admit they are not familiar with green mor…
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Key considerations for IFAs to support clients when exiting a family business
Business and Development, Exclusives
Written by Jane Ingleby, Partner (Family), and Ellie Milner, Partner (Private Client), Mills & Reeve As more baby b…
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HSBC AM announces final close of Vision VC and PE strategies following strong global investor demand
HSBC Asset Management (HSBC AM) has announced the final close of its Vision Venture Capital (VC) 2024 and Vision Private…
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THE CISI FINANCIAL PLANNING CONFERENCE 2025 – OCTOBER 2025
Under this year’s heading of the Magic of Financial Planning the CISI’s annual Financial Planning Conference 2025 will b…
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Paris-style treaty for plastic’ falls flat – what does it mean for investors?
Efforts to establish a global treaty limiting plastic pollution have failed, as more than 170 countries fail to reach an…
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Trump, tariffs, tech, and the rest of the world: Simplybiz’ Wiesner shares his latest predictions
According to Fabian Wiesner (pictured), Head of Distribution Partnerships at Simplybiz, 2025 is shaping up to be a year of disruption and…
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Tax-efficient investing: Insights for tax year-end planning | GBI 49 | February 2025
Hello, and welcome to the second issue of GBI Magazine in 2025! With the end of the tax year fast approaching, we’ve…
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Adviser insight: Truly Independent’s Katie Brinsden stresses why advisers must be approachable, affordable and indispensable if we are to break down barriers
Advisers must move beyond wealth-based client selection to become approachable, affordable, and indispensable for a sustainable and inclusive industry. That’s the view…
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China’s Year of the Snake: renewal, resilience and agility – insights from RBC Brewin Dolphin’s Janet Mui
As China navigates economic challenges, trade tensions, and AI innovation, Janet Mui(pictured), head of market analysis at wealth manager RBC Brewin Dolphin,…
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Optimism in commercial sector reflected in Propertymark’s latest Commercial Outlook
There seems to be an increasing sense of optimism in the commercial sector, as reflected in Propertymark’s latest Q4 2024 Commercial Outlook…
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NI&P Podcast #10: What is driving increased demand and strong growth in income protection? With Shelley Read of Royal London
In this special New Insurance and Protection episode of IFA Talk, we explore the rising demand for income protection and what is…
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25% surge in life insurance sales over past year
Sales of ‘pure protection’ life insurance rose 25% to £431m in the year to June 2024, up from £345m the previous year,…
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Santander updates its affordability calculations following Bank of England base rate cut
Santander UK has today announced it has reduced its residential affordability rates, following the Bank of England’s base rate cut in February. …
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Top easy access rates take the brunt of cuts
Disappointing news for savers as most market-leading rates have fallen, and they are encouraged to urgently review their rate. Moneyfactscompare.co.uk reveals the top rate…
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Over 80% of lifetime mortgage clients look for low rates when talking to advisers – Pure Retirement
Despite the challenging market conditions following the 2022 mini-budget, 82% of surveyed advisers found that clients continue to look for low interest…
