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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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Dynamic Planner’s Head Actuary, Steph Willcox explains how you can rise to the challenge of retirement income advice
When the FCA published its thematic review of retirement income advice in March 2024, it caused a bit of a stir across…
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Canada Life comments on FCA’s mortgage market discussion paper
Commenting on the publication of the FCA’s Discussion Paper on the future of the mortgage market today (25 June 2025), Pete Maddern,…
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Richard Hulbert, Insight Consultant at Defaqto, explains the momentous changes proposed for pensions
The government is not short of ideas on how pensions could be changed to meet their needs, whether they meet the needs…
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FCA mortgage review signals a shift towards smarter, fairer lending
Michael Shand, Managing Principal at consultancy Capco comments on the FCA’s ongoing review of mortgage rules: “The FCA’s ongoing review of its…
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Cold feet: fear of losing money holds back majority of amateur investors
Just over half of investors feel confident investing (57%) with only one in five feeling very confident (20%), new research shows. The…
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Over a third (37%) of financial services employees say they often use public AI tools for work purposes
Today, Smarsh, the global leader in communications data and intelligence, reveals new research that highlights UK financial services employees’ perspectives on artificial intelligence…
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Popularity of trusts soars as pensions move into scope for IHT
With pensions set to come into scope for inheritance tax (IHT) from 2027, legacy wealth planning is becoming increasingly significant. Many clients…
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The AI imperative in asset management: FE fundinfo’s Adam Graham explains why operational readiness comes first
As AI continues to dominate strategic conversations across the investment sector, the reality for many asset managers is that operational fragmentation, legacy…
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AdviserSoftware.com launches new technology index to support better understanding of adviser use of technology
AdviserSoftware.com, part of market-leading advice tech consultancy Financial Technology Research Centre (FTRC), has launched its inaugural “Adviser Technology Index” (ATI), taking a…
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Fund manager view: abrdn’s Gabriel Sacks outlines 3 reasons for retaining faith in India’s investment journey
Despite recent market jitters and geopolitical flare-ups, Gabriel Sacks, Co-Manager of abrdn Asia Focus plc, argues that India’s long-term growth story remains…
