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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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GFI launches new investment readiness toolkit: to create investment ready nature projects and mobilise private finance into nature restoration
With COP15 now underway, this new UK investment toolkit sets out clear pathway to create ‘investment ready’ nature projects, urgently mobilising private…
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Employers critical to engaging women in their long-term finances as only a third consider impact of reducing hours on pension contributions
With the gender pension gap at 40% in the UK**, a new report launched today by Phoenix Insights and the Institute for…
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Your invitation: Par Equity at our upcoming EIS webinar
Your webinar invitationEIS and SEIS: what does the future hold?Thursday 8th December 10-11:30 Join us on Thursday 8th December for an in-depth…
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New investment mandate to help private wealth tackle deforestation
Launch of new guidance for family offices and foundations to help them lead the way to deforestation-free portfolios New guidance released today…
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Consumer Duty: How advisers can keep off the naughty list – Tenet comments
Marjolaine Quirke, client delivery director at Tenet Compliance Services, says a second pair of eyes and independent oversight will be top of…
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Thrive Money launches 30-day financial wellbeing
programmeThrive Money, an online financial education platform founded by B Corp certified financial planning company First Wealth and lifestyle and content creator…
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FCA and TPR issue update to joint regulatory strategy
The Financial Conduct Authority and The Pensions Regulator have issued an update to their joint regulatory strategy. The document provides a high-level…
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M&G invests in UK-based innovator e-therapeutics
M&G Investments has provided a further £13.5 million of funding and an increased shareholding in e-therapeutics, a UK-based innovator in computer technology…
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Manager versus Machine: Just 27% of active funds have beaten a passive alternative this year
AJ Bell’s newly published Manager versus Machine report for 2022 shows that just 27% of active equity funds outperformed a passive alternative…
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‘Being consistent and not reacting to uncertainty’ 7IM’s Jaffar on quarterly model rebalance
Salim Jaffar, Investment Analyst at 7IM comments on 7IM’s quarterly model rebalance Quarterly review The past quarter has been yet another volatile…