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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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Why Japan’s income opportunity is not just a short-term play but a longer-term trend
Written by Richard Aston, manager of the Chikara Japan Income & Growth Fund and the CC Japan Income & Growth Trust PLC…
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Retail sales fall to lowest levels since February 2021
Danni Hewson, AJ Bell head of financial analysis, comments on the latest UK retail sales figures. She said: “Inflation might be falling and there…
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Why do advisers use platforms? CPD webinar opportunity
In the current climate, advisers typically use platforms for about 80% of their business, which is a historic change to how the…
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Inheritance tax rate cut would benefit the super wealthy – AJ Bell
Laura Suter, head of personal finance at AJ Bell, comments on potential inheritance tax rate cuts. She said: “It wouldn’t be a…
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Four key priorities for new pensions minister Paul Maynard
Rachel Vahey, head of policy development at AJ Bell, comments: “Paul Maynard is taking on the mantle of pensions minister at a…
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Will the Chancellor offer landlords a helping hand in next week’s Autumn Statement?
Following analysis of its 2023 buy to let mortgage market data, Twenty7tec has revealed that there has been a significant fall in…
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Working together to deliver on trust
The key to building strong, long-lasting relationships hinges on the ability to create trust between the two parties. Nowhere is this more…
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FCA finds further work required to fully embed ‘Guiding Principles’ for ESG and sustainable investment funds
A review by the Financial Conduct Authority (FCA) has found that while most Authorised Fund Managers (AFMs) have made efforts to comply…
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IA and Thinking Ahead Institute publish benchmark report on EDI in UK’s investment management industry
The Investment Association (IA), alongside WTW’s Thinking Ahead Institute, has today published an industry-wide data report on equity, diversity and inclusion (EDI)…
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Aegon welcomes new pensions minister
Kate Smith, Head of Pensions at Aegon, welcomes Paul Maynard as the new Pensions Minister. “We welcome Paul Maynard as the new…
