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Trending Articles
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NS&I’s September Premium Bonds prize draw creates two new millionaires in Co Durham and Cumbria
NS&I has reported today that two lucky Premium Bonds holders in County Durham and Cumbria have each scooped a £1 mil…
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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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iPipeline launches Advanced Underwriting to whole of market
iPipeline has rolled out its new Advanced Underwriting feature to all advisers via its SolutionBuilder® platfo…
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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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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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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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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
Insurance and Protection, Podcasts
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, somet…
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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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Interest Rate Decision – More industry comment
Andrew Wilson, Head of Investments at Towry: “Cutting from 50bps to 25bps will be unlikely to make much of a difference to…
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Interest Rate Decision – Industry comment
Gwilym Lloyd Jones, Wealth Planner at financial firm Sanlam UK: “With post Brexit fears of a recession and speculation about quantitative easing…
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Merseyside’s Second Largest IFA Firm Created After Deal
Gee and Watson has acquired McEwan Wallace Wealth Management, creating the second largest IFA firm in Merseyside. No figure was given for…
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Harvard Acquired by Ascot Lloyd
Dorset-based Harvard Financial Management has been acquired by Ascot Lloyd, the national IFA firm which specialises in financial planning, wealth management and…
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Robots Unlikely To Come To The Rescue
So-called robo-advice is not a credible means of tackling the UK’s advice gap say IFAs. This is the conclusion of new research…
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Tilney Bestinvest Completes Towry Deal
Tilney Bestinvest has completed its acquisition of Towry, creating one of the UK’s leading wealth management groups with over £20bn of assets…
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David Cowell: Investment Overview etc
Each quarter I pen a newsletter to clients entitled Investment Overview and the July edition is now being sent. You may wish to…
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Record Fund Flows for SJP
St James Place has notched up record fund flows for the six months to 30 June, 2016. At the halfway stage, Group…
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IFAs: The Human Touch Still Counts
A new study shows that when it comes to IFAs and their clients, there’s still value in the human touch, despite the…