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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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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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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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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7,860 firms deauthorised from the FCA register in 2025
New research from ISS Market Intelligence (ISS MI), the leading provider of data and insights to the global financial se…
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GDPR and its implications for advisers
Steve Andrews, Head of Managed Services at Focus Solutions, shares some practical measures to help you make sure your business complies with…
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Better Business – Modern Marketing
With today’s technology presenting so many marketing opportunities, why do financial planning firms find effective marketing to be such a challenge? Brett…
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How technology is changing client communication
Sam Turner, Head of Digital at ClientsFirst First there was email. Then came social media. And then came… MiFID II?! Changes to…
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Sanlam UK launches AIM IHT service
Sanlam UK has launched an Inheritance Tax (IHT) Service which, it said, will enable clients to mitigate IHT liabilities and generate…
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Chase de Vere plans discretionary investment service
Chase de Vere, the national firm of independent financial advisers, is launching its new discretionary model portfolio service on 4 June and Ben…
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Peace for Korea?
Invesco Perpetual’s Asian Equities Fund Manager William Lam on his reasons for cautious optimism towards the Korean market: Prospect of peace after…
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Financial Planner case study 2 – TFP Financial Planning
Casey Mills, of Essex-based TFP Financial Planning, gives some insights into how the firm uses technology on a day to day basis…
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Kuber appoints Jenny Dalgarno as Sales Manager
Kuber Ventures has appointed Jenny Dalgarno as Sales Manager. Dalgarno has over 15 years financial services experience largely in sales and including…
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Greshan House acquires FIM and raises £15m via placing
Gresham House, the specialist alternative asset manager, has acquired FIM Services, a specialist in sustainable real asset investment, for a total consideration…
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Newell Palmer acquires HIA International (Financial Services)
Newell Palmer has acquired HIA International (Financial Services) in a deal brokered by Gunner & Co. Coventry-based HIA International Financial Services is…