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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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Darlington Building Society comments on government u-turn over cash ISA review limit
Darlington Building Society has responded to With the Government’s recent U-turn on plans to review the Cash ISA limit, voicing both concern…
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Mortgage advisers need to adapt in order to thrive as later life lending sector grows
Mortgage advisers need to adapt to the growing later life lending market in order for their businesses to thrive now and in the…
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National Friendly launches new ‘Cover the Country Income Protection’ campaign for advisers
National Friendly has launched a new adviser campaign to support the education and awareness of income protection (IP). The ‘Cover the Country’…
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Invesco delivers “Income today, income tomorrow” approach to UK equity high income
Invesco believes there is a revival in UK equity income funds, as market volatility and persistent inflation drive investors in their quest…
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Wedding bells to alarm bells: how divorce risks family businesses
Written by Katie O’Callaghan, Partner at Boodle Hatfield LLP Divorce is rarely simple—but when there are significant or complex wealth structures involved,…
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Pepper Money launches 90% LTV mortgages to meet growing demand
Leading specialist lender Pepper Money has announced it will enhance its Pepper48 and Pepper36 residential mortgage range with the introduction of a 90% loan-to-value (LTV) option. Rates will…
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Ask Octopus #2: How does ‘Power of Attorney’ impact estate planning when the client still has awareness and capacity?
Welcome to your Ask Octopus column, written by Tax Product Specialist at Octopus Investments, Toyin Oyeneyin. This is where, each quarter, we…
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Stamp duty break for downsizers could free up 500,000 homes in a year
Stamp duty relief for downsizers could unlock over half a million homes within just 12 months, according to new research from national estate agency…
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Broadstone appoints Rob Kerry as Actuarial Director to enhance life insurance capabilities
Broadstone, a leading independent UK consultancy delivering expert advice to employers, insurers, pension scheme trustees and lenders, today announces the appointment of Rob…
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The benefits of using liquid alternatives in portfolio construction
Traditional investment strategies can fall short in navigating the complexities and volatility of today’s financial markets, says Ryan Paterson, Portfolio Manager, Schroder…
