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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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April borrowing figures compound fears of autumn tax rises
Lindsay James, investment strategist at Quilter comments on the public sector finance data from the ONS, the full comment can be seen…
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Tax receipts rise again with employer NICs changes set to be included next month
As the latest HMRC tax receipts and National Insurance contributions figures are released, Shaun Moore, tax and financial planning expert at Quilter shares…
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Adviser satisfaction reaches record highs, with Transact clinching the highest accolade
A recent study of approximately 900 advisers by research firm Investment Trends shows that adviser satisfaction with platforms has reached a record…
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15 years since ‘Bitcoin pizza day’ – AJ Bell’s Khalaf explores Bitcoin’s remarkable journey- and its link to pizza
As the cryptocurrency world marks Bitcoin Pizza Day today, advisers may find it an opportune moment to reflect on the evolution—and ongoing…
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Slight improvement but still six out of 10 ‘pension dippers’ shunned free Pension Wise guidance
Six in 10 (59%) of retirement savers who accessed a defined contribution pension in the last four years didn’t use the free,…
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Saturn’s co-founders discuss the future of financial advice in an AI-driven world
AI – it’s the buzzword on everyone’s lips, and the financial advice sector is no exception. In a recent episode of IFA…
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Scottish Widows turns to AI to speed up protection insurance claims and underwriting with Sprout.ai
Scottish Widows, part of Lloyds Banking Group, has partnered with insurance automation firm Sprout.ai to trial the use of artificial intelligence (AI) designed…
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Fund manager view: Franklin Templeton’s Cioppa outlines opportunities in technology and the ‘information age’
As digital disruption accelerates, Franklin Templeton’s Matt Cioppa, Portfolio Manager of Franklin Technology Fund, urges advisers to look beyond short-term noise and…
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Fundhouse MPS Launches on AJ Bell
We’re pleased to announce that the Fundhouse Model Portfolio Service (MPS) has been made available on the AJ Bell platform. Launched in…
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Pensions dashboards: RSM UK says clear communication is crucial to success
As large pensions providers begin connecting to the pensions dashboard, RSM UK says clear consistent communication will be crucial to its success,…
