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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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AJ Bell: Prosecco budget represents £75 billion giveaway
AJ Bell shares their reaction to this year’s Autumn Budget. Stock market: Pub groups sharply higher Housebuilders gained ground Airlines ticked up…
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Rathbone Greenbank Investments’ John David: Budget made for confusing listening
In response to today’s budget announcement, John David, head of Rathbone Greenbank Investments comments: “The Budget made for confusing listening as the…
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Budget: The Openwork Partnership’s Mike Morrow comments on what was – and what what wasn’t – announced by the Chancellor
Following Rishi Sunak’s Budget statement on Wednesday 27th, Mike Morrow, Chief Commercial Officer at The Openwork Partnership, said: “The good news from…
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Legal experts comment on today’s Budget: Chancellor proposes to increase overall tax take by stealth
James Austen, Partner at Collyer Bristow, comments: “Once again, the Chancellor defied those predicting significant increases in personal taxation. Instead, he is…
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Budget leaves industry hanging regarding arrangements for moving to a new minimum access age for pensions
Details still awaited on how the Normal Minimum Pension Age will increase from 55 to 57 A path paved with good…
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Ninety One’s Sahil Mahtani responds to the UK Budget
Commenting on the Autumn Budget, Sahil Mahtani, Strategist at Ninety One, said: “The interesting thing about this budget is not what the…
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Budget: Handelsbanken WM’s Christine Ross summarises key changes advisers need to know
Following today’s Budget, Christine Ross, Head of Private Office (North) and Client Director, Handelsbanken Wealth Management comments: “Savers and investors, together with…
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CGT property payment window changes: “Will be most welcome and give people the time they need to calculate the capital gain/loss”, Killik & Co
Following the changes to the Capital Gains Tax (CGT) property payment window in today’s Autumn Budget and spending review 2021, Sarah Hollowell,…
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Budget pension tax relief fix for low-paid “messy, belated and likely to be ineffective” – Steve Webb, LCP
Steve Webb, partner at LCP, comments on the Chancellor’s plans for pension tax relief announced today in the Budget. Under the current…
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UK Budget: Rising debt interest payments ‘could hit growth forecasts’
Rising interest payments could hit the UK economy’s chances of 6.5% growth next year, economists said on Wednesday after the the government…