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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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To track or to fix? The Big Broker Debate
Should people opt for the security of a more expensive fixed rate or a cheaper tracker / variable rate mortgage? Free PR…
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Autumn Statement 2022 – The big freeze, by Andrew Marr, managing partner at Manchester-based tax specialist Forbes Dawson
By Andrew Marr, managing partner at Forbes Dawson. Jeremy Hunt’s Autumn Statement announcement last week continued the theme of a government which…
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The Private Wealth Management Summit
The 39th edition of the Private Wealth Management Summit is taking place this December in Florida! Leading leading private wealth management investors…
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Tumelo teams up with proxy advisors to launch Stewardship partnership program
Shareholder voting FinTech Tumelo has brought together partnerships with proxy advisors Glass Lewis and Pensions & Investment Research Consultants (PIRC), as well…
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Looking for a smooth investment return solution for your clients?
Established in 1841, Wesleyan has a long-term track record having survived two world wars, global depressions, and the devastating financial crisis of…
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The great trustee exodus: two in five professional trustees plan to step down from their role within a year
Professional trustees play a critical role in the world of defined benefit (DB) pension schemes. However, the industry may be facing a…
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When inflation is high, investors focus on high pricing power equities
Written by Pierre Debru, Head of Quantitative Research and Multi Asset Solutions, WisdomTree Europe 2022 continues to prove difficult for investors around…
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Commission calls on FCA to improve philanthropy advice in financial services sector
Regulator should mandate training for advisors and pursue regulation, says report The Financial Conduct Authority (FCA) should make philanthropy advice training mandatory…
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Quilter’s WealthSelect MPS passes £10bn in AUM
Quilter has today announced that its WealthSelect Managed Portfolio Service has achieved £10bn in assets under management, making it one of the…
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2022 breaks record with £13.3bn in Stamp Duty receipts – and there’s still two months to go
Homebuyers have paid out a total of £13.3bn in Stamp Duty so far this year, making 2022 a record-breaking year for Stamp…