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Trending Articles
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Reynolds reaffirms ISA reform on the table ahead of Autumn Budget but remains tight-lipped on next steps
Emma Reynolds, Economic Secretary to the Treasury, reaffirmed that wholesale ISA reform is on the cards ahead of the Aut…
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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti’s Bernadine Reese
In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory develop…
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AI in Advice – two thirds of financial planning firms say tech will shape the future
Financial planning firms across the UK are significantly ramping up investment in technology, with AI seen as a transfor…
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Equity Release figures show substantial market growth
The latest Equity Release Council quarterly figures released today have shown a substantial market growth with a 32% len…
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DWP’s small pot shake-up will boost savings and cut pension costs – industry reaction
With the recent news that the DWP’s is planning to bring together small pension pots, industry experts and professi…
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Average mortgage rates climb despite base rate cuts, while savings rates drop at more than double the pace
Homeowners have seen average mortgage rates rise since October, despite the Bank of England cutting the base rate. Howev…
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Inheritance Tax enjoys record £8.2 billion tax haul in 2024/25; £750 million up on prior year
This morning’s tax receipts update from HMRC shows that Inheritance Tax (IHT) receipts registered a record high total of…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the a…
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CII says institutions must be held accountable for AI outcome
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says instit…
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Bill for underpaid state pensions set to hit £1 billion, with women biggest losers” – Steve Webb, LCP
New figures from DWP suggest that the total amount of state pension arrears to be paid out by the Government because of…
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‘Time to broaden our emerging market exposure’ – Heartwood Investment Management
Investment Manager at Heartwood Investment Management Jade Fu on emerging markets: “Emerging market (EM) equities have underperformed developed market equities by more…
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Jupiter Fund Management Up
Jupiter Fund Management has just issued its results for the year ended 31 December, 2015. Assets under management were £35.7bn, up from…
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Private Clients Adviser Meeting: New Session in London on 16th March, 2016
Due to popular demand, there’s a new private clients adviser meeting scheduled for London on 16th March, 2016. It will explore “new…
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Octopus Hopes To Raise Over £350,000 for UK Charities
Fund management company Octopus is celebrating the first anniversary of the Octopus Foundation by holding a Giving Day on Monday. It has…
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Consumers Trust Robo-Advice – Up To A Point!
New research suggests that investors are prepared to trust robo-advice, but only for investments under £1,000. The research comes from online investment…
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WH Ireland Fined £1.2m By FCA
WH Ireland Limited has been fined £1.2m by the FCA and has also been restricted from taking on new clients in its…
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Partington Appointed Sales Manager at Sandringham
Chris Partington (pictured above) has been appointed Sales Manager at Sandringham Financial Partners. He will be responsible for growth plans and spearheading…
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Top Tracker Funds According to Hargreaves Lansdown
Hargreaves Lansdown has highlighted three tracker funds for ISA investors as the tax year end fast approaches. HL Passive Investment Manager Adam…
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Kennedy Gets Top Change and Tech Job
Jonathan Kennedy has been appointed Director of Change & Technology at the global investment manager Standard Life Investments. He joins from Virgin…
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Advisers See Pension Freedom Changes As Biggest Development Opportunity
The vast majority of financial advisers (90%) see the UK pension freedom changes as their single biggest business development opportunity. This is…