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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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Twenty7tec reveals April 2025 mortgage market activity
Twenty7tec, the leading adviser tech provider, has announced mortgage market statistics for April 2025 as follows: Key market activity in April 2025:…
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MPowered Mortgages cuts three year fixed rates to 3.88%
MPowered Mortgages, the one day mortgage lender, has, against a backdrop of rising swap rates, cut its three-year fixed rate mortgages. For…
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Direct platforms deliver tour de force in Q125 finds Fundscape
It was a stuttering start to the year for as markets navigated geopolitical tensions and mixed economic data. The golden child of…
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OneFamily celebrates fifty years of inspiring better futures
OneFamily has been owned by its customers, and growing their financial wellbeing, for fifty years on May 13th. The Brighton-based financial services…
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Average mortgage rates drop by significant margins finds Moneyfacts
Moneyfacts UK Mortgage Trends Treasury Report data reveals the average two-year fixed mortgage rate fell month-on-month by the biggest margin in over six…
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Forthcoming Pension Schemes Bill set to be ‘crammed to bursting’
By David Everett, Head of Pensions at LCP An analysis of announcements and policy statements by DWP and other government bodies suggests…
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Vitality research reveals gaps in employee awareness of sick leave policies and the role insurers play
New research from Vitality highlights significant gaps in employee awareness on workplace sick leave policies, potentially leaving them financially unprotected if they…
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9 in 10 life cover applications with mental health disclosures instantly accepted on the underwriter protection platform in 2024
UnderwriteMe, the Insurtech company of Pacific Life Re, has revealed that 90% of life cover applications with mental health disclosures were instantly…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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Mental Health Awareness Week: experts warn about burnout in finance sector and offer tips for employers
Mental Health Awareness Week, an annual event run by The Mental Health Foundation, takes place this week (12th – 16th May 2025.) The event…