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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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New report from Oxford University. Climate change – 9 contentions… testing for truthfulness.
As the world marks the five-year anniversary of the Paris Climate Accord, a new report by Oxford University in partnership with the…
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Celebrating three years of M&G Global Listed Infrastructure Fund
Check out this video update from Alex Araujo, Fund Manager, in which he highlights the fund’s performance to date and outlines the…
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How to generate referrals
Having a sound client acquisition strategy in place is a key element in successful financial planning businesses. As you consider your strategic…
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Three years in the pursuit of reliable long-term growth
Alex Araujo, Fund Manager of the M&G Global Listed Infrastructure fund, explains how he and his team are successfully managing the investment…
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CISI’s Simon Culhane outlines why gamification, VR and AR lead the way for financial services
UK financial services sector HR leaders are focusing more on supporting staff to strike a healthy balance between wellbeing and performance…
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Airbnb is worth more than Marriott, Hilton, InterContinental, and Hyatt Hotels combined
@peter_IFAMAG reads Twitter so you don’t have to. Airbnb’s value of $100bn makes it the hotel industries largest player, by far. Airbnb…
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Clever Managed Portfolio Service turns three
105 IFA firms using Clever solutions, 48 using CleverMPS CleverMPS assets have doubled over last six months 1,800 investor accounts using CleverMPS…
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Supporting effective MPS due diligence
This is the final article in IFA Magazine’s popular series looking at the detailed research which has been compiled by compliance specialist,…
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FCA confirms speculative mini-bond mass-marketing ban
The FCA has confirmed proposals to permanently ban the mass-marketing of speculative illiquid securities – including speculative mini-bonds – to retail investors.…
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Clients who can benefit from business property relief
Business Property Relief is a longstanding inheritance tax relief that can be a useful option as part of a client’s estate planning.…