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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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The Sunday Money Pages, British bargains for the Brexit pessimist
In spite of Brexit looming many investors are taking a keen interest in British stocks. Elsewhere the Sunday Money Pages, this week,…
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Why companies need a purpose – and why it can lead to success
“What are we in business to achieve?”, company management might ask at a board meeting, usually rhetorically. Rewind the clock 20 or…
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Intergen 2020: our exclusive chat with Nils Elmark about intergenerational planning and Generation Z
Investment platform Robinhood’s 13 million users have earned it a market cap of over $11 billion in its six-year existence. This is…
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Intergen 2020: we talk to Iona Bain about her keynote session on younger people and advice
2020 has seen a huge rise in the number of young people investing in stocks and shares ISAs. But how many…
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Hargreaves Lansdown founder cashes in £103m stake
@peter_IFAMAG reads Twitter so you don’t have to. On Twitter today; Compare the Market fined £17.9m by competition authorities. Meanwhile, Hargreaves founder…
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The legal lens: key issues on converting to LLP
Conversion to a Limited Liability Partnership (LLP), which often refers to a change in the legal form of an existing general partnership…
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Learn how VCTs, EIS and BPR work
Image credit to https://careeremployer.com/ For professional advisers and paraplanners only. Watch the latest on demand episode of The Octopus Online Show…
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o2h ventures launches the first HMRC approved knowledge intensive EIS fund focused on UK biotech therapeutics & AI
o2h ventures is delighted to announce the launch of their HMRC approved knowledge intensive EIS fund, focussing on supporting the expansion of…
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Impact and Sustainability: similar but different
While investors’ knowledge about Responsible Investing has generally improved over the past few years, the increasing diversity of thought in the market…
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Helping your clients to buy a funeral plan
It’s inevitable that we all hit a certain age, whatever age that may be, when we start to think about our plans…