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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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Unconstrained Funds For Your Portfolio
They’re the ultimate in active management, and they know no fear. Kam Patel looks at the new breed of unconstrained equity funds…
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Marketing to High Net Worth clients
Step Beyond Traditional Marketing, says Abbie Tanner…Into the realm of the High Net Worth Private Client In last month’s issue of IFA…
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America Is Stronger Than It Looks
Helicopter Ben Bernanke’s Contradictory Statements Hold No Terrors for Old Mutual’s Ian Heslop Will he, won’t he? And if not now,…
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SSAS Pensions – Sassy to the Max
SSAS is still very much alive and kicking, says Emma Fitzmaurice of The Company SSAS The self-invested market has experienced a lot…
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Investment styles? We’re spoiled for choice
JM Finn's Brian Tora Has Finally Lost His Gilt Complex Investors these days have a much wider choice of asset classes…
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Payday Loans Under the Lens
In a month when the FCA has been coming down hard on payday loan providers, the industry has been doing its best…
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What Our Clients Really Think of Us
Compeer's Mike Levy on a forthcoming conference in November: 2013 has been a year of major regulatory change for the wealth management,…
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IFA Centre, and Why We Need Change
Gill Cardy Reflects on 25 Very Fast Months A week may be a long time in politics, but 25 issues of…
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There’s No Such Thing as Passive
Jupiter’s Peter Lawery explains why passve investments are more active than they seem The debate about active versus passive investment shows…
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Goodbye To The Old Tax Regime
As the party conference season fades into the distance, the air is still ringing with soundbites designed to rouse the nation’s solidarity while,…