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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to re…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stres…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August…
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More Latest News
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Ground-breaking EISA research project
Mark Brownridge, Director of the Enterprise Investment Scheme Association (EISA) has contacted us with news of an important in-depth study into the…
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International Financial Services Forum address
Speaking to “City Week 2020 – The 10th International Financial Services Forum”, Christopher Woolard, interim Chief Executive of the FCA posed 3…
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Too big for BBLS, too small for CBILS
The initial shock of the Pandemic is over but giving way to the second wave. Chancellor Rishi Sunak is urgently directing his…
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Deutsche Bank made $1.3 trillion worth of ‘suspicious’ transactions between 1999 – 2017
@peter_IFAMAG reads Twitter so you don’t have to. Leaked documents reveal suspicious European banking behaviour worth over £1.5trn. JP Morgan, Barclays, Deutsche…
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The Sunday Fraudster?
The Sunday Times seems to be going nap on first-time buyers today; headlines include “We snared a fire-sale mortgage” and “Young investors…
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Liability to inheritance tax following pension fund transfer
Published in The Times on September 18, 2020, the judgement finds that a transfer of a terminally ill person’s pension fund from…
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Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes the CIP…
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Viceroy call for independent investigation into The Grenke Group
@peter_IFAMAG reads Twitter so you don’t have to. Viceroy, the research team that shorted Wirecard, calls for an independent investigation into Grenke…
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Why are tax reliefs available on some investments?
In the middle years of the 1990s, the UK Government kicked off a quiet revolution in the way long-term investment is directed…
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The story of the ISA and the latest state of play
Individual savings accounts (ISAs) were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts…