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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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Improvements needed to the credit information market to deliver better lending decisions for borrowers
The Financial Conduct Authority (FCA) has set out proposals to improve the credit information sector so it can deliver higher quality and…
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EV enhances risk rating capabilities with automated links to nearly 250 model portfolios
Financial software provider EV has enhanced its EVPro adviser tool suite by providing automated links to the model portfolios ranges of providers…
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Calculus exits Avvio Limited, returning 5.5x for investors
Calculus, today announced that it has sold its investment in Avvio Limited (‘Avvio’), returning 5.5x the original investment to its investors. The sale sees 100% of Calculus’ holding sold as part of the merger between Avvio and…
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Inheritance tax take running 14% higher than 2021: Families warned to act on Hunt’s five-year IHT allowance freeze
Five days after the Chancellor of the Exchequer extended the freeze on inheritance tax nil-rate bands until the 2027/28 tax year, data published…
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Just 22% of 55–64-year-olds know their IHT liability, new research from TIME Investments shows
A new study by TIME Investments, a leading provider of estate planning services, shows that just 22% of 55–64 year-olds know what…
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Special supplement: Investing made smoother
Wesleyan Assurance Society is a financial services mutual, focused on creating brighter financial futures. Wesleyan has served its communities for over 180…
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Autumn Statement: Property Industry and Mortgage Experts React
Following Chancellor Hunt’s Autumn Statement, there’s much for property experts to consider from the details he has announced. So what are property…
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Lawyers comment on Chancellor’s Autumn Statement
Chancellor Hunt’s Autumn Statement has been one of the most significant fiscal events in over a decade. Law firms have been sharing…
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Black Friday: bag an investment trust on a discount
Just as shoppers like to bag a bargain on Black Friday, so do some investors. And, with all the turmoil this year in…
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Autumn Budget 2022: A balanced budget – Close Brothers Asset Management
This was a balanced budget. It broadly satisfied both financial markets and economists. The market was satisfied by the overall tightening in…
