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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Claire Trott, St. James’s Place, warns pension savers of scam risks ahead of pensions coming into IHT in 2027
As changes to inheritance tax rules loom, savers are growing increasingly uneasy about the future of their pensions. Claire Trott, Head of…
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Traditional payment methods vs. embedded payments in CRM systems – a modern mortgage perspective
Written by Paul Clarke, Chief Growth Officer at Cashflows The mortgage industry has grown increasingly complex and competitive, shaped by volatile house…
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Nottingham Building Society comments ahead of the Bank of England’s rate decision
Harriet Guevara, Chief Savings Officer at Nottingham Building Society, comments ahead of the Bank of England’s rate decision: “Whether or not the base…
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New findings – IHT changes prompt rise in estate planning and legacy giving
Upcoming Inheritance Tax (IHT) changes are already beginning to influence the charitable Will-writing and estates market, with professional advisers reporting an increase…
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Study reveals insurance investment managers boost private assets allocations as capital increases
A new global study from Ortec Finance among insurance investment managers shows an increased appetite for private assets on the back of…
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AI adoption and workplace culture: why empowerment, not just efficiency, is the real opportunity
When we talk about AI in the workplace, the conversation often jumps straight to cost savings and job cuts. But what if…
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L&G announces 2024 Group Protection claims, prevention and rehabilitation outcomes
L&G today shares data that illustrates the importance of prevention, early intervention and vocational rehabilitation support for employers and employees. The data…
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GBAM urges action following second academic study finding of ‘Boutique Premium’
The Group of Boutique Asset Managers (GBAM), a global network of independent specialist asset managers is urging investment consultants, fund platforms, and advisers…
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Fidelity International appoints Marion Le Morhedec as Global Chief Investment Officer, Fixed Income
Fidelity International has appointed Marion Le Morhedec as Global Chief Investment Officer (“CIO”), Fixed Income. This appointment further strengthens Fidelity’s investment management’s…
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Nick Adams, co-founder of adeus explains why it’s time for advisers to rethink legacy planning and wills in the digital age
Let’s face it, wills and legacy planning don’t usually spark the most upbeat conversations. For many clients, it’s something they know they…
