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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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Crowdfunding Is For Everyone
By Julia Groves, chair of the UK Crowdfunding Association Last week, crowdfunders sat side by side with members of the Financial Conduct…
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Deal Or No Deal? – Richard Harvey
Who Wants to Be a Millionaire? Richard Harvey, for one IFAs of mature years will recall that back in the ‘80s…
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Pensions – Steve Bee on the Joys of Dentistry
Steve Bee Gets Something to Chew On I went to visit the dentist yesterday morning. Not my idea, my broken tooth…
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Client Service Matters More Than Ever
Ian Price, Divisional Director for pensions at St James’s Place, takes a spanner to some old assumptions about who should do what…
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CAPE – Cyclically Adusted Nonsense?
Want to Stand Out in a Crowd? Take a Closer Look at Cyclically Adjusted Price/Earnings Ratios, says Michael Wilson You know how…
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What Makes An Ombudsman?
Gill Cardy wonders what makes an ombudsman fit for his function? No-one argues with the idea of good regulation to protect consumers…
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Recruiting the Best People? Grow Your Own
Moneyball! It's the way to go, says Recruit UK’s Stuart Leaney. Moneyball? What am I wittering on about this month, then? Isn’t that some…
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Is Wall Street Too Expensive?
Wall Street and America’s advantages may already have been priced in, says Brian Tora If any market can be considered flavour of…
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Agribusiness and Water Funds For Your Portfolio
Keeping the world fed and watered isn’t just a priority for the planet. It’s also an opportunity for investors with a longer…
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Abbie Tanner: Client Segmentation Matters for IFAs
Client segmentation sounds tough, says Abbie Tanner, but it’s a key priority if you want to allocate your costs effectively: Do you…