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Trending Articles
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Reynolds reaffirms ISA reform on the table ahead of Autumn Budget but remains tight-lipped on next steps
Emma Reynolds, Economic Secretary to the Treasury, reaffirmed that wholesale ISA reform is on the cards ahead of the Aut…
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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti’s Bernadine Reese
In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory develop…
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AI in Advice – two thirds of financial planning firms say tech will shape the future
Financial planning firms across the UK are significantly ramping up investment in technology, with AI seen as a transfor…
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Equity Release figures show substantial market growth
The latest Equity Release Council quarterly figures released today have shown a substantial market growth with a 32% len…
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DWP’s small pot shake-up will boost savings and cut pension costs – industry reaction
With the recent news that the DWP’s is planning to bring together small pension pots, industry experts and professi…
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Average mortgage rates climb despite base rate cuts, while savings rates drop at more than double the pace
Homeowners have seen average mortgage rates rise since October, despite the Bank of England cutting the base rate. Howev…
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Inheritance Tax enjoys record £8.2 billion tax haul in 2024/25; £750 million up on prior year
This morning’s tax receipts update from HMRC shows that Inheritance Tax (IHT) receipts registered a record high total of…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the a…
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Nationwide cuts rates for first-time buyers and home movers
Nationwide will be reducing rates by up to 0.25 percentage points on selected two, three and five-year fixed rate produc…
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CII says institutions must be held accountable for AI outcome
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says instit…
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Halifax May House Price Index – reaction from estate agents, brokers and conveyancers
Following the Halifax May house price index published this morning, mortgage and property specialists have reacted. Jamie Minors, managing director at Norwich-based estate agents, Minors…
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Why wealth won’t insulate against financial vulnerability
With Consumer Duty creeping closer, Tim Farmer, Clinical Director at Comentis, addresses the widespread misconception that it isn’t possible for wealthy individuals to…
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Data reveals surge in teachers who can’t afford to pay into their pension
The number of teachers opting out of the Teachers’ Pension Scheme (TPS) because they cannot afford to continue contributing has risen by…
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Why service, performance and cost really matter: A Q&A with Brook Macdonald’s Frank Atkins
Talking to IFA Magazine, Brooks Macdonald’s Frank Atkins discusses the group’s MPS proposition and highlights how he and his team achieve successful…
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Embracing the perpetual KYC model: Safeguarding regulated firms against the rising threat of financial crime
Written by Zowie Lees-Howell, VP of Enterprise Sales, SmartSearch In today’s rapidly evolving digital landscape, regulated firms face an escalating risk of…
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Consumer Duty: Market winners will optimise to deliver good outcomes
As the Consumer Duty deadline rapidly approaches, Nick Hall, Business Development Director, Wealth Wizards, shares his insights on how progressive firms will take…
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Focus on fundamentals: Ninety One’s Rossouw looks at the attractions of ‘quality’ companies
Written by Clyde Rossouw, Global Franchise Portfolio Manager and Head of Quality, at Ninety One As we move deeper into 2023, consensus suggests…
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“Teenagers, curfews & interest rates” Thoughts from Orbis investments’ Dan Brocklebank
Written by Dan Brocklebank, Director and UK Head at Orbis investments A few weeks ago I was woken at 1.30am by a…
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How we can help improve mental wellbeing in the UK
Written by Nick Hall, Business Development Director, Wealth Wizards The alignment between mental wellbeing and financial wellbeing is well known. The Money…
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Wealth management platform records sector record-breaking growth
Investment Platform Third Financial (Third) has announced a further three new business wins in the first four months of 2023 as it…
