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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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Chancellor set to announce pension ‘megafunds’ reforms in maiden Mansion House speech this evening
Chancellor Rachel Reeves is set to announce reforms to create pension ‘megafunds’ in an attempt to boost investment and economic growth in…
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Managed Portfolio Services (MPS) | Annual Report 2024/25
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report for 2024/25 is now available for financial advisers.…
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EV adds inheritance tax functionality to EVPro financial planning tool
Financial services technology provider EV has added inheritance tax functionality to its end-to-end financial planning solution EVPro to give advisers a realistic…
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United Trust Bank Bridging Cuts Interest Rates Across its Regulated and Unregulated Product Range
United Trust Bank has announced a raft of interest rate reductions across its range of bridging products with rates from a low as…
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Investec Reveals Optimism Among Mortgage Brokers Despite Market Challenges
Investec Bank plc, a leading international financial services provider, today announces the findings from its recent event held with UK mortgage brokers.…
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2024 Nucleus UK Retirement Confidence Index
Nucleus have released their 2024 UK Retirement Confidence Index report, in which 4,300 people aged 18 and above took part in the…
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The Pensions Regulator publishes compliance and enforcement policy for CDC pensions
The Pensions Regulator (TPR) has published its new compliance and enforcement policy for collective defined contribution (CDC) pension schemes, which sets out its…
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Use of Centralised Retirement Propositions almost doubles following thematic review, finds Wealthtime and Copia
Research by Wealthtime and Copia Capital reveals an increasing number of financial advisers are changing their retirement propositions following the FCA’s focus…
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Adviser focus: Truly Independent’s Katie Brinsden tells us why advisers shouldn’t be driven to distraction by technology
In her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent, has her…
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Ian Aylward joins AJ Bell in boost for Investments team
Ian Aylward has joined AJ Bell as the new head of investment partnerships, bolstering its award-winning Investments team. Ian’s role will see…
