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Trending Articles
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Employers see the writing on the wall for pensions salary sacrifice schemes
Over 90% of employers think that the chancellor will place restrictions on pensions salary sacrifice schemes at the upco…
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End of ‘De Minimis’ may have far-reaching impact for brands with US customer base
President Trump’s new “Tariff Board” has already triggered confusion and legal battles, but, as Julian Wheeler, US Equit…
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Estate planning should be a family-wide conversation: are unused pensions the catalyst many needed to start the process?
Written by Caroline Foulger, Partner at Hunters Law LLP Inheritance Tax has never been straightforward, yet many refer…
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How long does it really take to save for a house deposit in the UK?
New industry data has revealed that the number of low-deposit mortgages available have risen to their highest level sinc…
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UK inflation remains stubbornly high, holding at 3.8%: industry experts react
UK inflation held at 3.8% in August, underlining the Bank of England’s policy dilemma. While some MPC members argue weak…
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Here we go again – pre-budget insights from IFGL Pensions’ Steve Berridge
As speculation swirls ahead of the November Budget, with pensions once again appearing to be in the Chancellor’s crossha…
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Real Estate industry gets first property focussed digital automated AML platform
The real estate industry’s first property-focussed Anti Money Laundering (AML) digital platform has been launched by ind…
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AJ Bell: State pension set for 4.7% inflation-busting rise as July earnings raise questions over triple lock sustainability
UK state pensions set for boost as latest ONS figures show 4.7% earnings growth, with the triple lock likely to lift the…
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Advisers’ role in fraud prevention by guiding clients through the threat of cloning scams | Damian Davies, The Timebank
Business and Development, Exclusives
Cloning scams are now the biggest fraud threat to investors, with £2.7m lost in late 2024. The IA is urging vigilance, w…
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Inflation holds for now at 3.8%: mortgage and property professionals respond
Economy, Mortgage and Property
With inflation stuck at 3.8%, households remain under pressure – but there are signs the peak may have passed. For would…
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SimplyBiz Mortgages appoints MT Finance to lender panel
SimplyBiz Mortgages has announced the appointment of specialist lender MT Finance to its lender panel and buy-to-let+ panel with immediate effect. MT…
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Kasper Elmgreen rejoins Nordea AM as CIO for fixed income and equities
[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”] Nordea Asset Management (NAM), a global leader in sustainable and responsible investing, has appointed Kasper…
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FCA finds fund managers’ value assessments significantly improved, but still work to do
Following a review of fund managers’ value assessments, the FCA has found that while many firms have better practices in place, some…
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Scottish Widows Platform partners with Origo Integration Hub to deliver rapid progress on adviser CRM integrations
Scottish Widows Platform has partnered with the Origo Integration Hub to deliver time- and cost-saving data integrations with the Customer Relationship Management…
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Twenty7tec: July 2023 mortgage market activity
Twenty7tec, the leading adviser tech provider, has announced mortgage market statistics for July 2023. They are as follows: Nathan Reilly, director at…
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EQ Investors adopts Door platform to bolster due diligence and support ACT Framework
Door, the leading global digital due diligence and risk management platform, has recently partnered with EQ Investors to support their due diligence process…
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Podcast #52: Why do clients decide to fire their adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
In our latest IFA Talk podcast, we are delving into the world of behavioural finance – to explore some of the reasons…
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HSBC Life – Advisers Risk Missing Out on Benefits of Intergenerational Planning
Advisers are risking losing potential clients and business despite believing that taking an intergenerational approach to clients is important, research* from HSBC…
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PIMCO Washington Watch: Shutdown Even More Likely After Downgrade
By Libby Cantrill, Managing Director, Head of U.S. Public Policy at PIMCO · What is happening? Over the past few weeks, we have…
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Fundscape Direct Matters Q223
The trading environment in the second quarter provided no respite from the headwinds that have been pummelling the direct platform market. Platforms…
