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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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Almost 1 in 3 young mortgage holders have no protection cover – LifeSearch and HomeOwners Alliance
Young adults are working hard to step onto the property ladder – but many are doing so without the protection in place…
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Intergenerational wealth transfer is major client priority as financial planning firms invest in technology to enhance client experience
Clients of financial planning firms are increasingly looking for support with long-term priorities across retirement, estate planning and intergenerational wealth transfer, according…
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Scottish Widows launches a pre-application underwriting decision tool for advisers
A new pre-application underwriting decision tool can be accessed via the Scottish Widows dashboard and is the quickest and most accurate way…
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Mandating pension investment in UK assets ‘risky’ move that could worry savers
David Brooks, Head of Policy at leading independent consultancy Broadstone comments on the latest Pensions Investment Review. “The Pensions Investment Review is…
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A quarter of investors have sold at a loss in the past year according to new research
Economic unrest risks investors making poorly-timed decisions, but research shows it has historically been more fruitful to stay invested than make any…
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New HMRC surveys suggest valuable employment perks could be under threat
Two new surveys published by HMRC this week indicate that valuable employment perks such as salary sacrifice pension schemes and Benefit in…
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Columbia Threadneedle: from ambition to action – giving pensions access to private equity returns
Hamish Mair, Fund Manager of CT Private Equity Trust comments on the Final Pension Investment Review in the full statement below: “The Pension…
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Shepherds Friendly pays 96% of income protection claims in 2024
Shepherds Friendly paid out 96% of all income protection claims last year, a slight increase on its five-year average of 95%. Musculoskeletal…
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Adviser insight: Financial advisers need enablers, not blockers says Rosemount’s Ahmed Bawa
One of the challenges financial advisers face is the sheer breadth of areas that clients may want support with. This isn’t about…
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How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie
2025 is shaping up to be a busy year for the wealth management industry, says Tara Gillespie, Head of Global Assets at…
