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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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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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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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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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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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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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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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Dynamic Planner’s Head Actuary, Steph Willcox explains how you can rise to the challenge of retirement income advice
When the FCA published its thematic review of retirement income advice in March 2024, it caused a bit of a stir across…
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Canada Life comments on FCA’s mortgage market discussion paper
Commenting on the publication of the FCA’s Discussion Paper on the future of the mortgage market today (25 June 2025), Pete Maddern,…
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Richard Hulbert, Insight Consultant at Defaqto, explains the momentous changes proposed for pensions
The government is not short of ideas on how pensions could be changed to meet their needs, whether they meet the needs…
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FCA mortgage review signals a shift towards smarter, fairer lending
Michael Shand, Managing Principal at consultancy Capco comments on the FCA’s ongoing review of mortgage rules: “The FCA’s ongoing review of its…
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Cold feet: fear of losing money holds back majority of amateur investors
Just over half of investors feel confident investing (57%) with only one in five feeling very confident (20%), new research shows. The…
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Over a third (37%) of financial services employees say they often use public AI tools for work purposes
Today, Smarsh, the global leader in communications data and intelligence, reveals new research that highlights UK financial services employees’ perspectives on artificial intelligence…
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Popularity of trusts soars as pensions move into scope for IHT
With pensions set to come into scope for inheritance tax (IHT) from 2027, legacy wealth planning is becoming increasingly significant. Many clients…
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The AI imperative in asset management: FE fundinfo’s Adam Graham explains why operational readiness comes first
As AI continues to dominate strategic conversations across the investment sector, the reality for many asset managers is that operational fragmentation, legacy…
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AdviserSoftware.com launches new technology index to support better understanding of adviser use of technology
AdviserSoftware.com, part of market-leading advice tech consultancy Financial Technology Research Centre (FTRC), has launched its inaugural “Adviser Technology Index” (ATI), taking a…
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Fund manager view: abrdn’s Gabriel Sacks outlines 3 reasons for retaining faith in India’s investment journey
Despite recent market jitters and geopolitical flare-ups, Gabriel Sacks, Co-Manager of abrdn Asia Focus plc, argues that India’s long-term growth story remains…
