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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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Luke Davis on the Spring Statement
Luke Davis, CEO and Founder of IW Capital, told GBI Magazine: “The Chancellor rightly recognised the importance of the UK’s fantastic…
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Sheraton Financial Planning becomes CISI Accredited Financial Planning Firm
The Chartered Institute for Securities & Investment broke the news that Sheraton Financial Planning based in Fareham, Hampshire, has become a CISI…
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FCA Platform Market Study – comment
Today the FCA has released the Investment Platforms Market Study, Final Report. Here is some of the feedback coming into the IFA…
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Government focus on late payment a welcome step for SMEs
Commenting on the Chancellor’s commitment to supporting SMEs, Pete Faulkner, Director of Purbeck Insurance said: “We welcome the government’s renewed focus on…
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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…