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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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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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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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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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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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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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Hargreaves Lansdown: Hunt’s hints stoke rumours of a bumper statement
Sharing analysis and thoughts about what we might see from Mr Hunt on Wednesday, Sarah Coles, head of personal finance, Hargreaves Lansdown,…
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2plan wealth management announces protection referral partnership with LifeSearch
2plan wealth management has announced the launch of a new protection insurance advice referral partnership with LifeSearch. The new arrangement went live…
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abrdn’s Thomas Watts comments on this week’s economic data releases
With all eyes on Westminster this week, Thomas Watts, Investment Analyst, abrdn, comments on this as well as other economic data releases…
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Defaqto launches new Ratings for EIS funds and VCTs following MICAP acquisition
Defaqto has announced the addition of Star and Diamond Ratings for EIS (Enterprise Investment Scheme) funds and VCTs (Venture Capital Trusts) to…
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Using smoothed With Profits to help deliver effective financial planning solutions for clients
This is the third in our series of case studies designed to highlight particular ways in which Wesleyan’s smoothed With Profits Fund…
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Evelyn Partners bolsters Leeds office with experienced investment manager appointment
Evelyn Partners, the leading integrated wealth management and professional services group, has strengthened its Leeds investment management team by appointing Matthew Wells…
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Diversification is dead. Long live diversification!
For professional investors only. Capital at risk Inflation dynamics flipped the traditionally negative equity-bond correlation on its head in 2022, creating headaches…
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CCLA Investment Management launches its first Modern Slavery Benchmark
Sustainable investment pioneer, CCLA Investment Management has launched the CCLA Modern Slavery Benchmark which assesses the largest UK companies by market capitalisation on how…
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Revealed: 90% of Brits Are In The Dark About How Companies Use Their Data As Black Friday Approaches
As Black Friday approaches on 24 November, millions of Brits are gearing up for the annual shopping sales event of the year,…
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Autumn statement: 52% of Brits could miss out on green stamp duty rebate
Buying a new home is exciting, but it can also be daunting if you aren’t familiar with the language used by property…
