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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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SmartSearch survey reveals sanctions screening by regulated firms have plunged almost 50%
Only 25% of regulated firms always check new customers against sanctions or Politically Exposed Person (PEP) lists, according to new survey data…
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Aegon welcomes National Living Wage increase
Kate Smith, Head of Pensions at Aegon, welcomes the Chancellor’s confirmation of an increase in the National Living Wage to £11.44 per hour,…
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Opinion: Why flexible working is key to supporting talent management and D&I inclusion in financial planning profession
The financial planning profession is confronting a significant challenge – an ageing workforce that requires innovative solutions. In this blog for IFA…
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Succession Wealth appoints Daniel Jones as Head of M&A
Succession Wealth announces the appointment of Daniel Jones as Head of Mergers & Acquisitions. Daniel will be a key member of the…
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Podcast #65: Working well with a wealth management partner – with Charles Stanley’s Tom Hawkins
With 2024 just around the corner, advice firms are busy reviewing their business strategy for the year ahead. One key area…
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The Asia opportunity – looking for smarter growth
David Perrett, Co-Head of Asia Pacific Equities, M&G Investments Asia has been on a remarkable journey in the past few decades. The…
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How to take advantage of today’s higher yields
By Gordon Harding After a difficult period for bonds the new economic backdrop has created a more favourable outlook for the asset…
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What do mortgage holders want from tomorrow’s Autumn Statement? Mortgage & Property experts tell us what’s on their wishlist
Given the UK’s tough economic conditions and recent reports of stagnant growth, it’s not surprising there has been intense speculation ahead of…
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Hodge announces rate reductions across its later life and professional lending products
Hodge, the specialist lender has announced that it is dropping rates across its 50+, RIO and Professional Mortgage ranges to further support…
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Jeremy Hunt to explore ‘pot for life’ reforms to solve £27 billion lost pensions problem: analysis from AJ Bell’s Tom Selby
Tom Selby , head of retirement policy at AJ Bell, comments: “Although contribution rates remain too low, automatic enrolment has been successful…