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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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7 killer questions to ask an EIS/SEIS fund manager
The following is based on a presentation Matthew Cushen, Co-Founder of Worth Capital, gave at the VCT/EIS event in November which went…
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This Sunday’s Money pages
The Sunday Times urges caution when it comes to early withdrawals from pension pots: over-55s who dip in could find that their…
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Grant Thornton Lay-offs Same Day Furlough Scheme Ends
peter_IFAMAG reads Twitter so you don’t have to. UK formally announces no Brexit transition extension today, whilst full post Brexit boarder checks…
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CPD: Learn about inheritance tax with Octopus
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Log CPD with this incredibly popular guide to…
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Bowmore Wealth Group takes shape
On 12 June 2020, two well established financial services business will join forces under Bowmore Wealth Group Ltd. The two businesses align…
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A civilized way to end the working week – wherever you are
Friday April 24 saw o2h ventures’ inaugural ChaiTime webinar; the first one was themed ‘Early stage investing in a post COVID-19 pandemic…
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CPD: Learn about inheritance tax with Octopus
New CPD from Octopus For professional advisers and paraplanners only. Not to be relied upon by retail clients. Log CPD with this…
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Why Germany Now Supports Deficit Spending
peter_IFAMAG reads Twitter so you don’t have to. Detailed data showing geographic spread of the furlough scheme released today. Other news includes…
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EBI Portfolios launches the Vault – a new app for its advisor network:
EBI (Evidence Based Investments) has launched its latest product offering; the EBI Vault, giving its network of advisers and paraplanners access to…
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Investec to support Old Kent Road retail warehouse-to-residential conversion
Investec Structured Property Finance has agreed to provide a joint venture between Urban & Provincial and Avanton with an £8 million facility…