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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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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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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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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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FOI data shows just 2% of estates use this IHT mitigation rule but its use set to skyrocket
New freedom of information data from HM Revenue and Customs (HMRC), collected by Quilter, the wealth manager and financial adviser, reveals that…
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Financial Ombudsman Service received over 140,000 complaints in the second half of 2024
Data published by the Financial Ombudsman Service today shows how many complaints the independent, dispute resolution service received about financial businesses in…
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TISA launches future leaders programme to empower financial services professionals as part of strategic priorities for 2025/26
The Investing and Saving Alliance (TISA) has officially launched its new Future Leaders Programme (FLP) aimed at empowering financial services professionals across…
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Monmouthshire Building Society partners with MQube to deliver faster mortgages
Monmouthshire Building Society today announces a new partnership with MQube, a mortgage technology provider. The Society will adopt MQube’s AI-powered mortgage origination…
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Estate planning with heart – how award-winning Chartered Adviser Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the professionals she mentioned it…
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Evelyn Partners appoints Sean Hagerty as an independent non-executive director
The Board of Evelyn Partners, the UK wealth manager, is pleased to announcement the appointment of Sean Hagerty as an independent Non-Executive…
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VouchedFor launches ‘explainer’ series to grow consumer understanding
VouchedFor has launched a ‘financial explainer’ series for advisers to use with consumers, covering a range of topics on which they might…
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Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice
Amundi, Europe’s leading asset manager, has published a survey assessing how digitally engaged retail investors are: from holding investments on digital platforms…
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Scottish Friendly announces another year of strong performance, with over £50m sales
Scottish Friendly, the Glasgow-based mutual, proudly announces overall sales of £50.6m APE[2], marking the second-highest sales in its 163-year history. This achievement…
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Investec provides new client Westbook Partners with £16.7 million loan for UK multi-let industrial acquisitions
Investec Bank plc (“Investec”), a leading international financial services provider, announces that its Real Estate team has provided Westbrook Partners, the real estate…
