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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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Standing tall together – Steve Martin, CEO of Smart Financial Planning and CISI member
“The purpose of the IFP was all about increasing the profile of financial planning and also about growing the profession for the…
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Standing tall together – Marlene Outrim, Managing Director of Uniq Family Wealth, and member of the former CISI accredited firms’ committee
“There was a mixed response from the membership as news about the merger emerged last year. Many were worried that we would…
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Standing tall together – Phil Billingham, Director, Perceptive Financial Planning and CISI member.
“Whilst it is fair to say the first year of the merger has been one of transition, it is easy to overlook…
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Standing tall together – Jacqueline Lockie, Deputy Head of Financial Planning, CISI
“It has been a very active year since the merger”, says Lockie. “Prior to the arrival of Campbell Edgar as Head of…
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Standing tall together – Ian S. Howe, Managing Director of Baigrie Davies and chair of the CISI IFP Forum Committee
“Like any merger, I believe that at the start there were cultural uncertainties as these two very different organisations came together –…
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UK wealth management sector faces seven key issues
Seven key issues face the UK’s wealth management sector in 2017 says Cantor Fitzgerald Europe (CFE). The investment bank has just started…
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IFAs ready to review their business models
Most IFAs believe that they will have to review their business models to become more efficient as a result of the introduction…
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Growing threat of people not having enough life insurance and critical illness cover
The findings from new research suggest that the majority of IFAs think that there is a growing threat of people not having…
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Bonetti appointed Head of Development at Hargreaves Lansdown
Matt Bonetti has been appointed Head of Development of Hargreaves Lansdown’s IT division. He will be responsible for all software development Bonetti…
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David Cowell: “Theresa May had to wait…”
Singing for one’s supper took on a different meaning last night as Theresa May had to wait until 1.00am to get five…