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Trending Articles
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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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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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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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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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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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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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Global wealth manager GSB partners with Jersey cash deposit platform Flagstone International
Financial services group GSB is pleased to announce it has signed a strategic partnership with international cash deposit platform Flagstone International. The partnership will…
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Schroders: Is the Old Lady of Threadneedle Street ready to fight the markets?
Inflation might be back to 2% and the UK economy may be slowing but the Bank of England will need to break…
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Commodities and higher energy prices key drivers in UK equity recovery – Rathbones Asset Management
Wealth managers, financial advisers and financial planners expect to see ‘an improvement in UK economic growth figures’, followed by ‘an expectation of…
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Aegon revolutionises £12bn workplace default fund to include private markets & enhanced ESG integration
Aegon has announced plans to significantly evolve its largest workplace default, the £12 billion Universal Balanced Collection fund, introducing innovative private market…
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Praetura Investments Completes First VCT Investment in AccessPay
Praetura Investments, the Manchester-based alternative asset manager, has announced its first investment via the recently launched Praetura Growth VCT plc. Leading bank…
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Where are the lines of responsibility when recommending MPS solutions? The Timebank’s Damian Davies has some strong views
Where are the lines of responsibility when recommending MPS solutions? It’s an important question and one which The Timebank’s Damian Davies believes…
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Manifestos compared: what the main political parties have pledged on tax and personal finance
With the main political parties having set out their positions on a range of tax, pensions, and savings issues ahead of the…
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Half of British business owners think entrepreneurship is about to boom
54% of business owners think the latest recession was an opportunity for entrepreneurs in the UK, and 51% think British entrepreneurship is…
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Brooks Macdonald’s Henrietta Walker previews June’s MPC meeting: We are not expecting the MPC to rock the boat
Sharing her expectations for interest rates following June’s MPC meeting taking place tomorrow, Henrietta Walker, Head of Investment Specialists and Brooks Macdonald, said:…
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Podcast #83 Purely Paraplanning: The lang cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is…
