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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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Aberdeen Asset Management’s profits fall: “Economic and political newsflow has weighed on investor sentiment and as expected has led to further outflows from our business.”
Aberdeen Asset Management’s full year results (to September, 2016) show that underlying profit before tax fell to £352.7m from £491.6m. Net revenue…
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‘If you go down to the woods today…” Neil Martin interviews Anthony Crosbie Dawson about investing in timber
This article has been sponsored by FIM Services, for more information on their services click here to find out more.” With Christmas not far…
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Changing the narrative around EIS – Paul Wilson talks to Sue Whitbread about the exciting progress of this campaign in 2016
2016 has certainly been a year we will all remember, given the significant events which have taken place. The investment world of EIS,…
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Mike Wilson is asking Santa for a nice gentle Christmas, with no socks and no shocks, and especially none of those nasty post-Christmas panics.
Dear Santa To be honest, I’ve had a bit of a year really, so would you mind asking Donner and Blitzen not…
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Adviser Spotlight – Barry Horner, Paradigm Norton
In the spotlight this month, Sue Whitbread talks to Barry Horner, CEO of Bristol- based Paradigm Norton Financial Planning, about the development…
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Business planning : Louise Jeffreys gives practical tips on nailing your strategic plan
As the year end approaches, Louise Jeffreys, Managing Director of Gunner and Co. suggests that this is the ideal time to reflect…
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Turn and face the strange: Brian Tora on the crash that never was
It seems that 2016 will go down in the history books as the year of surprises, suggests Brian Tora, as he considers…
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How much money is enough? Mary Waring of Wealth for Women argues the case for cash flow modelling
The heart of sound financial planning process is being able to work out whether clients will have enough money to live the…
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Better Business from Brett Davidson: it’s all about execution
As an adviser you are on home ground when advising clients. However, running your business effectively and efficiently involves a different skill…
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Mal content – Mark Polson of the lang cat reflects on 2016 and why media reaction can be at odds with a sensible investment strategy
Looking back at 2016, Mark Polson, of the lang cat, reflects that, in so many ways, it has been a legendary shocker…
