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Trending Articles
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FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction
The Financial Conduct Authority (FCA) this morning released its latest Financial Lives survey, laying bare the growing c…
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Beneficial investment strategies and tariff impacts in the new tax year | GBI 51 | June 2025
Welcome to the latest issue of GBI Magazine – our first in the new tax year. Following our landmark 50th edition, we’re…
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Inflation spike rattles mortgage market: can rates hold in June? Reaction
Property and mortgage lending professionals have shared their reaction as inflation climbs to 3.5% The surprise uptick i…
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What IFAs Need to Know About the Enterprise Investment Scheme
The Enterprise Investment Scheme (EIS) celebrated its 30th anniversary last year, having facilitated over £34 billion in…
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15 years since ‘Bitcoin pizza day’ – AJ Bell’s Khalaf explores Bitcoin’s remarkable journey- and its link to pizza
As the cryptocurrency world marks Bitcoin Pizza Day today, advisers may find it an opportune moment to reflect on the ev…
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Millions of people facing uncertainty in retirement
One-fifth (19%) of non-retirees have no private pension, according to the latest FCA Financial Lives survey, meanwhile t…
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Santander announces further mortgage rate reductions to more than 60 products and introduces top of market rates
Santander UK has announced that, from Tuesday 20 May, it is making further mortgage rate reductions of up to 0.19% on mo…
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More people have bank accounts but one in ten have no cash savings, FCA Financial Lives survey reveals
The Financial Conduct Authority (FCA) has found that one in ten people have no cash savings at all, and another 21% have…
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Winter fuel payment U-turn may need new eligibility mechanism – Quilter’s Jon Greer
As part of his Prime Minister’s Questions session in the House of Commons today, Keir Starmer indicated that the governm…
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Evelyn Partners launches Index MPS range into the financial adviser market
Evelyn Partners is pleased to announce the launch of its Index MPS (Managed Portfolio Service) into the UK financial adv…
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Navigating ESG Realities: A Strategic Guide for Financial Advisers
Written by Raman Uppal, Professor of Finance, EDHEC Business School ESG Investing has evolved into a financial juggernaut, drawing heightened attention from…
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The outlook for sovereign bond investing in 2024 from Jupiter’s Aggarwal
In 2024, Jupiter Asset Management’s Vikram Aggarwal expects geopolitics to have a major influence. Fortunately, sovereign bond markets offer opportunities to hedge…
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Signposting vulnerable consumers is not enough to avoid potential harm, warns MorganAsh
Signposting a vulnerable client to a different organisation for help is not enough to avoid potential harm and to meet Consumer Duty…
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Jupiter Asset Management: Three Ideas for Fixed Income Investors
Matthew Morgan, Head of Fixed Income at Jupiter Asset Management recently shared his outlook for fixed income in 2024. You can find his…
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The Cost-of-Living Crisis and Its Impact on Remote Work Trends
Legal & General surveyed over 2,000 full-time office workers across the UK to find out how working environments have evolved. The survey…
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Financial services industry named second best in the UK for workplace wellness perks, new study finds
The financial services industry has emerged as the UK’s second leading sector for employee wellbeing, according to a new study. The index comprises six criteria, including gym subscriptions…
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Increasing trust in ESG Ratings through transparency
Written by Dr. Matthias Breier, Head of ESG Product, FE fundinfo In recent years, ESG Ratings have found their way into the…
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Schroders UK Financial Adviser Survey 2023
The 2023 Schroders UK Financial Adviser Survey has found that clients have become increasingly bearish as the year has progressed, despite interest…
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Advisers not meeting the needs of younger clients due to lack of philanthropy knowledge
More than one in five financial advisers do not know how to offer wealthy clients support on becoming philanthropists despite surging demand among younger…
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Nationwide House Price Review and Forecast: Rapid rebound in house prices unlikely in 2024
Looking back at the housing market in 2023 and what we can expect in 2024, Robert Gardner, Nationwide’s Chief Economist, comments: “Housing…
