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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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Financial advisers and investment professionals plan to increase allocation to real estate and infrastructure
Investors expect to increase allocations to real assets over the next twelve months according to research with 200 UK wealth managers, financial…
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Nationwide and The Mortgage Works launch new service for brokers to assist customers needing additional support
Nationwide and The Mortgage Works (TMW) have launched a new service that enables brokers to highlight when a new or existing mortgage…
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Access FS and Nomo partner to provide Sharia property finance
Access Financial Services (Access FS) has partnered with Nomo Bank to offer customers access to Sharia compliant property finance for UK rental…
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Using smoothed With Profits within financial planning solutions
In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions…
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Just Wealth expands training and skills sessions for advisers
Just Wealth, the financial services arm of national brokerage Just Mortgages, has enhanced its internal training for both new and existing wealth…
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Simply Biz and Defaqto parent company, Fintel, annouces acquisition of Owen James Events
Addition of market leader marks Fintel’s sixth acquisition in twelve months Fintel, the leading provider of fintech and support services to the…
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What are the tax benefits for individuals investing through SEIS?
One key benefit is that an investor is eligible for income tax relief in respect of shares issued to him or her…
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Autus Data shares latest ‘Landscape’ report into key numbers & trends in UK financial services
Autus Data Services has produced its latest, authoritative ‘FCA Register & Directory Landscape’ report. It looks at the key numbers and trends…
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Top 5 reasons to invest in a Venture Capital Trust (VCT), according to Calculus’ Director Francesca Rayneau
As the financial year draws to a close, and with HMRC showing a 50% increase in people paying at least 40% income…
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‘The three stages of emotions about the Fed’: MFS IM’s Benoit Anne shares views ahead of Fed meeting
In this analysis, Benoit Anne, Managing Director – Investment Solutions Group of MFS Investment Management, looks ahead to the Fed meeting on…
