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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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FCA ‘greenwashing’ consultation: Tumelo calls for compulsory disclosure of fund manager voting policies
Investor voting fintech Tumelo is calling on investment funds to disclose to investors whether they permit them to vote the shares in…
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Enterprise Investment Schemes (EIS) | Annual Report 2023
Welcome to the ‘Enterprise Investment Scheme Report 2023’, the second in our series of focused reports on the tax efficient sector. The…
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Firms need to act on SDR says Abi Reilly
As the FCA’s Consultation Paper on SDR closed this week, Abi Reilly, Funds Practice Lead at Bovill, has commented. She said: “Bovill…
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Latest industry insight suggest property market is set for a strong return to form
The latest data from Credas Technologies, the leading identity verification provider, has revealed that a January spike in AML activity across the property…
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IA responds to FCA consultation on SDR and investment labels
In response to the FCA’s consultation on SDR and investment labelling, Chris Cummings, Chief Executive of the Investment Association (IA) has commented.…
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2028 minimum pension age increase – not popular but could be beneficial says Standard Life
While many people aspire to retire as early in life as possible, the additional savings you can make during the latter years…
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IHT is on the rise – but what can advisers do about it?
Puma Investment’s latest Estate Planning survey, which was conducted in partnership with Opinium, highlights how more and more people are finding their…
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PwC 2023 Global M&A Industry Trends Outlook: 60% of global CEOs are not planning to delay M&A deals into 2023 despite recession fears
60% of global CEOs are not planning to delay M&A deals into 2023, even as deals activity falls below record 2021 levels on…
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MorganAsh comments on FCA multi-firm Consumer Duty review
As the FCA’s multi-firm review highlights areas of focus for firms implementing Consumer Duty, Andrew Gething, Consumer Duty expert and managing director…
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Tax return deadline: How filling out tax self-assessment can dramatically boost pension tax relief
Tom Selby, head of retirement policy at AJ Bell, comments on the pension tax benefits of filling out tax self-assessment: “Millions of…
