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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 adviser’s guide to digital marketing #5 – Sam Turner on how to get online reviews and put them to best use
The final instalment in a five part series on improving your digital marketing, by Sam Turner of ClientsFirst Online reviews – what…
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Summertime Blues – Which way will equity markets be heading? Brian Tora voices concerns
Which way will equity markets be heading? Brian Tora finds it hard to be downright pessimistic as he considers the uncertainties ahead,…
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What’s your motivation? Practical thinking and tips from Brett Davidson in his Better Business column
Motivation is a tricky subject. There’s lots written about it and much of the advice implies that if you just set a…
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FCA’s projection rates for investment firms
Friday’s consultation paper from FCA on the projection rates used by investment firms when showing customers what their money might be worth…
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“VCTs are fast becoming a mainstream investment option”
As Octopus Titan Venture Capital Trust starts the VCT season early – it’s the biggest name to date to start fundraising…
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LinkedIn still top social platform for advisers
LinkedIn remains the top social platform for financial advisers, although Facebook has increased in popularity. So says new research from specialist adviser…
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Williams tech fund makes first investment
The first investment has been made by the Foresight Williams Technology EIS Fund. The fund, which aims to support disruptive technologies…
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How to create a marketing strategy for your advisory firm
Sam Turner, Head of Digital at ClientsFirst, shares a practical approach to help you achieve your business goals In 2016, we surveyed…
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Seat belts on: it looks like we’re heading for a hard Brexit!
Few divorces are ever easy and it looks like the UK/Euro fallout is going to be no exception. Michael Barnier, Europe’s chief…
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Maven to manage £90m debt fund for the Midlands Engine Investment Fund
Maven Capital Partners has been appointed to manage two separate fund entities as part of the Midlands Engine Investment Fund (“MEIF”)…