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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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Seventy-two per cent of new absentees under group income protection policies returned to work during 2024
Data compiled by GRID, the industry body for the group risk protection sector, indicated that, once again, employers continued to extensively utilise group…
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Behavioural finance can enhance personalised client advice, says Oxford Risk’s Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
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Tariffs and turmoil: What might the impacts be for VCT and EIS investment?
Paul Wilson, Director and Managing Partner at Clifton Media Lab, the organisation behind GBI Magazine, reflects on the huge uncertainty caused by…
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Unemployment rises as labour market shows signs of strain
News has been released today to show that UK unemployment has risen to 4.5% in the three months to March 2025, up…
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Advisers to benefit from ZeroKey integration with Transact
ZeroKey, a web app dedicated to eliminating manual data entry for financial advisers, has successfully integrated with Transact’s new Account Opening API, which will…
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Evelyn Partners launches Cash & Cautious Bond strategy into the financial adviser market
Evelyn Partners announces today the launch of its Cash & Cautious Bond strategy into the financial adviser market. This active discretionary portfolio…
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Advisers ‘could do better’ on later life lending consumer duty obligations
Advisers admit there is room for improvement on meeting Consumer Duty obligations on the growing later life lending market, new research* from Key Later…
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Just sponsors Advise Wise Cost Calculator tool to support smarter financial advice for later life lending
Advise Wise, a leading sourcing platform for later life lending advisers, is proud to announce that Just, a specialist in retirement financial…
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Investing in innovation with the Parkwalk Opportunities EIS Fund
The Parkwalk Opportunities EIS Fund is open all year round and offers advisers and clients a unique gateway to invest into university…
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M&G commits private markets expertise to power UK growth through new Mansion House Accord
M&G has reported that it has reaffirmed its commitment to UK economic growth by becoming a signatory to the Mansion House Accord,…
