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Trending Articles
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NS&I’s September Premium Bonds prize draw creates two new millionaires in Co Durham and Cumbria
NS&I has reported today that two lucky Premium Bonds holders in County Durham and Cumbria have each scooped a £1 mil…
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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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iPipeline launches Advanced Underwriting to whole of market
iPipeline has rolled out its new Advanced Underwriting feature to all advisers via its SolutionBuilder® platfo…
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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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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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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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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
Insurance and Protection, Podcasts
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, somet…
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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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VouchedFor launches ‘explainer’ series to grow consumer understanding
VouchedFor has launched a ‘financial explainer’ series for advisers to use with consumers, covering a range of topics on which they might…
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Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice
Amundi, Europe’s leading asset manager, has published a survey assessing how digitally engaged retail investors are: from holding investments on digital platforms…
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Scottish Friendly announces another year of strong performance, with over £50m sales
Scottish Friendly, the Glasgow-based mutual, proudly announces overall sales of £50.6m APE[2], marking the second-highest sales in its 163-year history. This achievement…
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Investec provides new client Westbook Partners with £16.7 million loan for UK multi-let industrial acquisitions
Investec Bank plc (“Investec”), a leading international financial services provider, announces that its Real Estate team has provided Westbrook Partners, the real estate…
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Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar (pictured) says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game…
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What to be aware of when contesting a will
Financial advisors should be mindful of the growing risk to financial planning strategies involving wills. There has been a remarkable rise in…
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M&A: FE fundinfo acquires Lunar AI – 4th acquisition in 12 months
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the acquisition…
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My Pension Expert secures £25 million refinancing loan from OakNorth
My Pension Expert has today announced a £25 million refinancing deal with digital lender, OakNorth. The deal has allowed the business to…
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TrinityBridge Appoints Andrew Knight as Client Relationship Director for Scotland
TrinityBridge, a leading wealth management firm with offices in Glasgow and Edinburgh, is pleased to announce the appointment of Andrew Knight as…
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Fidelius takes stake in established IFA, Vobis Ltd
Fidelius, the fast-growing Bath-based IFA firm, has announced its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients. Fidelius…