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Trending Articles
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£1 million jackpot win for two Premium Bonds holders from North East Scotland and Greater Manchester
Two Premium Bonds holders from North East Scotland and Greater Manchester have each won a £1 million jackpot in October’…
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Income Protection Action Week: helping advisers put income at the heart of client conversations
Exclusives, Insurance and Protection
This year’s Income Protection Action Week shines a spotlight on the vital role advisers play in helping clients protect…
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more2life responds to FCA Discussion Paper 25/2 urging regulator to create the conditions for later life lending to deliver to its full potential
more2life, the later life lender, has issued its response to the FCA’s Mortgage Market Discussion Paper (DP25/2), welcom…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals…
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From conveyancing to freehold – the house buying jargon baffling Brits
Insights, Mortgage and Property
Buying a home can be daunting, especially for first-time buyers who are faced with complex terms and legal jargon. In fa…
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Developing your business growth engine | IFAM 142 | October 2025
Gearing up for growth Welcome to this latest edition of IFA Magazine. Our focus this month is all about business develop…
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FE fundinfo launches MPS Universe to transform Managed Portfolio market for advisers
FE fundinfo, the leading financial data company connecting the investment industry across the UK, Europe and Asia Pacifi…
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Steve Webb: Over 100,000 people set to be thrown off the ‘Winter Fuel Payment Rollercoaster’ next year because of frozen £35,000 threshold
The increase in the state pension and other pensions next April will take more than 100,000 people over the £35,000 cut-…
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CISI marks World Financial Planning Day 8 October highlighting the CFP™ mark, the UK’s highest financial planning certification
Amidst UK consumer concern around inflation, interest rates and a potential recession, leading professional body and edu…
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The Timebank: Dear Regulator…financial adequacy of Manufacturers
With their take on the occasional ‘Dear CEO’ letter that comes out of the FCA, The Timebank are producing a range of…
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Stamp Duty remains major burden for downsizers
Recoco Property Search, a leading UK buying agency, suggests that Stamp Duty continues to be one of the biggest obstacles that prevents…
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AI – healthcare needs you! Latest investment note from 7IM
David Freitas, Investment Writer, 7IM, is reflecting on last week’s Budget speech and the announcement of a big chunk of funds being…
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GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
London – GBST, a leading global provider of wealth management administration, adviser, and digital technology solutions, has unveiled significant upgrades to its…
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EXCLUSIVE: Vietnam Enterprise Investments Limited’s Tuan Le reveals promising forecast for 2024 among its top-80 stocks
In the next instalment in our series of exclusive interviews with industry experts, Tuan Le, Lead Portfolio Manager of Vietnam Enterprise Investments Limited, provides…
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Podcast #76: SDR labels – the future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense Bioy
Sustainability is back under the microscope after the FCA recently unveiled its Sustainability Disclosure Requirements (SDR) and investment labels regime for investment…
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Buy to let fixed rates drop to lowest level since 2022 | M&PI 05 | March 2024
March was always going to be a hectic month for advisers and brokers across the country, whether they were working towards tax-year…
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Is the UK recession over? Latest UK GDP stats show growth uptick in January: investment experts warn against complacency
We’re sensing a slight whiff of positive sentiment in the air this morning, following the news from the ONS of the latest…
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Annual health insurance set for significant growth in coming months
Annual health insurance is set for significant growth this year driven by concerns about NHS waiting lists and continuing doctor strikes. New…
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Quantum Advisory promotes Darren Wateridge to Principal Consultant in London
Quantum Advisory, the leading independent financial services consultancy, today announced the promotion of Darren Wateridge FIA to the role of Principal Consultant. Darren, who…
