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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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TISA welcomes lords committee report’s focus on low financial advice uptake
The Investing and Saving Alliance (TISA) has welcomed the recognition in a new report from the House of Lords Financial Services Regulation…
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Adviser insight: You couldn’t make it up – but AI just did | Truly Independent’s Katie Brinsden warns of the risks of the wrong tech
When a piece of “cutting-edge” AI adviser tech starts obsessing over personal grooming and cat furballs, it’s time to ask: are we…
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HMRC: Tax gap estimated at 5.3%
The tax gap estimate – the difference between what tax is expected to be paid and actually paid – was 5.3% for…
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Hinckley & Rugby Building Society deploys AI policy assistant across internal teams
Hinckley & Rugby Building Society, who this year celebrates its 160th anniversary, has rolled out an artificial intelligence assistant (built by financial…
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HMRC ups its estimate for tax underpaid by wealthy individuals to £2.1billion – has been rising at 17% per annum over the last few years
New data out today shows the amount of tax that HMRC believe is either avoided or evaded by wealthy individuals has jumped…
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Tax gap steady at 5.3% but lowered allowances risk first-time taxpayers falling foul of the rules
If you are covering HMRC’s new tax gap data, please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter:…
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Interest rate impact: savings rates swiftly slashed and mortgages on downward trend reports Moneyfacts
Mortgage rates continue their downward trend, and savings rates have been swiftly slashed in the aftermath of the Bank of England Base…
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Martin Reynolds awarded AMI fellowship
Martin Reynolds, CEO of Simplybiz Mortgages has been named as a recipient of the Association of Mortgage Intermediaries (AMI) Fellowship. The prestigious…
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AdvisoryAI launches Colin: the AI checking all documents are compliant in minutes
AdvisoryAI, award-winning AI platform for financial advisers, continues to lead innovation in faster delivery of compliant financial advice, with the launch of…
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Is AIM over the hill at 30? Don’t make me laugh, says Marlborough’s Santa Barbara
As we celebrate the 30th anniversary of the Alternative Investment Market (AIM) today, Eustace Santa Barbara, co-manager of the IFSL Marlborough Special…
