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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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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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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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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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CIExpert’s “single is best” campaign reaches key milestone with over 100 firms pledging support
CIExpert is proud to announce that its “Single is Best” campaign has now secured the backing of over 100 firms, and over…
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Spring Statement: comment
Philip Smeaton, chief investment officer, Sanlam UK: “Today’s Spring Statement was little more than a blip on the political radar. Squeezed in-between…
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EIS – Last chance to ‘carry back’ to 2017/18
As we approach the end of the tax year, access to the carry back facility is often a key consideration for advisers…
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Accreditation for Blackfinch Ventures EIS Portfolios
Blackfinch Ventures invests in start-ups and early-stage firms, supporting the UK’s most innovative new companies. Our portfolios enable clients to access…
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Deepbridge Capital appoints new Investment Manager
Deepbridge, the tax-efficient investment manager, has appointed Alison Maughan as Investment Manager in the Life Sciences team. A University of Oxford,…
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H-FARM opens an innovation hub in Spain
H-FARM, an Italian innovation platform, has opened an innovation hub in Spain. It will support the evolution of business models for Spanish…
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From IFA to angel
Former financial advisor Michael Whitfield explains how being an IFA led him to becoming chairman of an investment fund, and why…
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Kingswood expands services
Kingswood, the AIM listed integrated wealth management group, has added to its services. The new offering includes personal taxation, SME and corporate finance…
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IFAs might be underestimating appetite for investments that balance growth and positive environmental impact
Almost half of British adults want their IFA to recommend products that balance growth and positive impact on the environment, compared with…
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How VCTs Will Weather The Brexit Storm
Small companies are better able to deal with Brexit blows and the industry remains confident of the opportunities on offer Brexit has…
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Stellar launches industry-first ‘all inclusive’ inheritance tax service
Stellar, the estate-planning specialist asset manager, has launched what it believes to be the first ‘all inclusive’ inheritance tax planning service…