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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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Mortgage lending up in 2022, but have we reached the peak?
The latest mortgage market analysis by specialist property lending experts, Octane Capital, estimates that £77.5bn in residential loans was lent to individuals in…
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Pension schemes on a high after an unprecedented £400bn improvement in funding over 2022
UK pension schemes’ funding positions have improved by a huge margin of £400bn over the year to 20 December 2022 against long-term…
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Digital Done Right: Striking a Balance in Modern Wealth Management
By Garry Hamilton, Chief Growth Officer and Founder, Equator Are you more concerned with what your customers want or how you deliver…
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Gender-specific support in the workplace is set to be a major area for growth in 2023, and employers need to be prepared, says Peppy
Gender-specific support in the workplace is set to be a major area for growth in 2023 and employers need to be prepared,…
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Fixed Income: abrdn’s Athey suggests three reasons for daring to be optimistic
Written by James Athey, Investment Director – Fixed Income, abrdn Will 2023 be the turning point for long-suffering bond investors? Will bond…
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Market Report: Caution on Wall Street, oil retreats but European sentiment higher
Written by Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown Fresh warnings about the effect of aggressive rate hikes on the…
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Why Issuers and Professional Services Firms Need to Up Their Game for Market Abuse Legislation
By Terry Dawson, Managing Director, StarCompliance Market abuse regulations are not as prescriptive for publicly traded companies (i.e. issuers of securities) as…
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With change comes opportunity
The recent autumn statement announcement included significant tax changes coming into force as soon as next April. Sarah Wakefield, Business Development Manager…
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Titan Wealth acquires Midlands-based IFA firm Telford Mann Group Limited
Titan Wealth Holdings have announced the acquisition of Telford Mann Group Limited. With AUA of £750m and AUM totaling more than £700m,…
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Families face extra £170,000 inheritance tax bill because of tax threshold freeze
Families could have passed on £1.43 million free of inheritance tax (IHT) had the government not frozen tax-free thresholds since coming to…