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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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IFAs Welcome Downing Crowdfunding Platform Targeting Advised Clients
Advisers who attended a workshop on crowdfunding from VCT, EIS and IHT specialists Downing gave a positive reaction to the firm’s new…
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David Cowell: "Change is inevitable, except from a vending machine."
Of all the original thoughts in the world, changing the name of Budweiser to America must be one of the most crass.…
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Award Winning The Seed and EIS Hour Is Back
The much-awaited third series of the award-winning The Seed and EIS Hour begins on May 16, 2016. Read all about it.
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Most IFAs Welcome Apprentice Plan
The majority of IFAs are interested in taking on an apprentice as part of a new specialist programme being put together by…
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Cockburn Lucas Adds Two
Cockburn Lucas has added two financial planners to its roster. The East-Midlands based independent financial planners has taken on Darren Smart and…
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"High yield rebounds with oil, but can it last..?"
Investment Director at Heartwood Investment Management David Absolon asks, how long can it last: “US high yield bonds have rebounded strongly this…
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Neep To Strengthen Ties With North East IFAs
Daniel Neep has been brought in by Close Brothers Asset Management to strengthen relationships with IFAs in the North East. Neep, who…
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Dispelling The Valuation Myths
If you’ve been following the recent series of my articles on “Strategising your exit” in IFA magazine, which outlined how to prepare…
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Standard Life Elevates
Standard Life has acquired AXA Portfolio Services, which trades as Elevate. The consideration was not disclosed and the deal will be funded…
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The long-awaited Hit Superannuation Budget Speech
Managing Director of Montfort International Geraint Davies comments on how Australia has gone the UK way when it comes to superannuation: “Today,…