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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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Latest DWP figures highlight scale of early access to pension
Seven in 10 of the 3 million pension savers who have taken flexible payments since the 2015 ‘pension freedom’ rule changes were…
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Dividend tax squeeze to hit record 3.7 million people
New HMRC figures obtained by Quilter through a Freedom of Information request reveal the full extent of the dividend tax squeeze facing…
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Mike Birch appointed to Scottish Widows Master Trust
Scottish Widows has announced that Mike Birch has joined its Master Trust as a trustee. Mike is a client director with professional…
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As identity fraud cases ramp up, SmartSearch warns ‘basic checks are failing’
New data from fraud prevention service Cifas has highlighted a “worrying trend” of people selling their own identities; more than 118,000 cases…
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51% of Brits are saving money by using AI
As AI tools become more accessible and integrated into everyday life, Adobe Express set out to better understand how people across the UK are…
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Octopus Money acquires Virgin Money’s investment business
Octopus Money has announced that it has agreed to purchase Virgin Money’s investment business, subject to FCA approval – a move that,…
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Rate cuts put the spotlight on cash alternatives: how savers can protect their returns
Evelyn Partners’ Chief Financial Planning Officer Emma Sterland looks at the near-cash or cash-equivalent options for individuals and families looking for cash…
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DB scheme funding improves over July 2025 – Broadstone Sirius Index
The Broadstone Sirius Index – a monitor of how various pension scheme strategies are performing on their journeys to self-sufficiency – posts…
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A missed opportunity? one in three employees would use financial coaching — if only employers offered it
A new report, The Value of Financial Coaching from TrinityBridge’s Workplace Financial Wellbeing Services, reveals that 87% of employees haven’t used financial coaching. And according…
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Research reveals sectors worst-affected by £14.5bn per year workplace ‘health crisis’
New research has revealed the sectors that are worst-affected by workplace illness, following a warning from health officials that the UK is…