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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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Traditional payment methods vs. embedded payments in CRM systems – a modern mortgage perspective
Written by Paul Clarke, Chief Growth Officer at Cashflows The mortgage industry has grown increasingly complex and competitive, shaped by volatile house…
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Nottingham Building Society comments ahead of the Bank of England’s rate decision
Harriet Guevara, Chief Savings Officer at Nottingham Building Society, comments ahead of the Bank of England’s rate decision: “Whether or not the base…
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New findings – IHT changes prompt rise in estate planning and legacy giving
Upcoming Inheritance Tax (IHT) changes are already beginning to influence the charitable Will-writing and estates market, with professional advisers reporting an increase…
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Study reveals insurance investment managers boost private assets allocations as capital increases
A new global study from Ortec Finance among insurance investment managers shows an increased appetite for private assets on the back of…
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AI adoption and workplace culture: why empowerment, not just efficiency, is the real opportunity
When we talk about AI in the workplace, the conversation often jumps straight to cost savings and job cuts. But what if…
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L&G announces 2024 Group Protection claims, prevention and rehabilitation outcomes
L&G today shares data that illustrates the importance of prevention, early intervention and vocational rehabilitation support for employers and employees. The data…
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GBAM urges action following second academic study finding of ‘Boutique Premium’
The Group of Boutique Asset Managers (GBAM), a global network of independent specialist asset managers is urging investment consultants, fund platforms, and advisers…
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Fidelity International appoints Marion Le Morhedec as Global Chief Investment Officer, Fixed Income
Fidelity International has appointed Marion Le Morhedec as Global Chief Investment Officer (“CIO”), Fixed Income. This appointment further strengthens Fidelity’s investment management’s…
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Nick Adams, co-founder of adeus explains why it’s time for advisers to rethink legacy planning and wills in the digital age
Let’s face it, wills and legacy planning don’t usually spark the most upbeat conversations. For many clients, it’s something they know they…
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Navigating today’s retirement income landscape and turning uncertainty into confidence, with Brooks Macdonald
Today’s retirement income landscape is more complex than ever – both for advisers and clients alike. Brooks Macdonald‘s Andrew Bennie and Dan…
