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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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Fintel: announces conditional acquisition of Threesixty Services from abrdn
Fintel, the parent company of SimplyBiz and Defaqto and leading provider of fintech and support services to the UK retail financial sector,…
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Schroder Investment Solutions celebrates third anniversary as AUM passes £6 billion
Schroder Investment Solutions (SIS), the award-winning series of actively managed Model Portfolios and Multi-Asset Funds, is celebrating its third anniversary. Since inception SIS has…
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abrdn: are French bonds now “peripheral” rather than “core” assets?
Felix Feather, economist at abrdn: “We think French government bonds will increasingly behave more like “peripheral” rather than “core” assets. While this…
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How to retain full entitlement to the residence nil rate band using a discretionary will trust
Leading Estate Planning and Trust Services company, Solidus explain how you can maximise your clients inheritance tax allowances using trust arrangements. Where…
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Marlborough makes ‘substantial’ investment in Clever Adviser Technology
Investment management and fund solutions group Marlborough has made a ‘substantial’ investment in Clever Adviser Technology. The deal means Marlborough has taken…
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New HMRC figures show number of taxpaying pensioners continues to ‘soar’ – Steve Webb, LCP
In the midst of the election debate around pensioners and tax, HM Revenue and Customs has today published its annual update of…
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Picture this: a broader horizon brings better value says Ninety One
Ninety One’s Multi-Asset Credit team explains that a preference for quality has seen many high-yield investors flock to a part of the credit…
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Keen on green? 5 questions to ask about investing in the green transition
Daniel Lurch, lead PM of the Green Planet fund at J. Safra Sarasin Sustainable AM talks us through his answers to those…
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The Impact of the Leasehold and Freehold Reform Act on Landlords
Written by Katherine Simpson, Partner at Edwin Coe LLP The Leasehold and Freehold Reform reached the Statute Book at speed, having been first…
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AT1s: Finding the risk/reward sweet spot
By Andrew Lake, head of fixed income at Mirabaud Asset Management It’s been over a year since Credit Suisse; subordinated financials once…
