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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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North West IFA Starts Legal Services Arm
True Bearing Chartered Financial Planners has created a legal arm which sets out to help its clients receive the best possible support…
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Northern IFAs Merge
Two north of England IFAs have merged with each other. BHP Financial Planning, based in Sheffield and with offices in Leeds, York,…
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From The Adviser Centre: Monthly Viewpoint – November 2015
Mark Harris, 6th November, 2015 Backdrop We continue to believe that the overarching environment is one of ever present disinflationary threats due…
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Fairstone Acquires South West Financial Planning
Fairstone Group, one of the largest CII Chartered Financial Planning organisations in the UK, has acquired Devon-based South West Financial Planning. The…
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Top Managers Opt For FundsLibrary Solvency II Solution
FundsLibrary has been chosen by two top fund managers to provide their Solvency II reporting solution. Jupiter Asset Management and Neptune Investment…
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BMO Becomes First Canadian Bank To Offer ETFs in Europe
BMO Financial Group has become the first Canadian bank to offer ETFs in Europe. Via its BMO Global Asset Management, it has…
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Towry Appoints CFO
Towry has appointed a new Chief Financial Officer. Wadham Downing joins the financial planning and wealth management firm on Monday. Downing will…
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Majority Of IFAs apprehensive about future changes in their own workplace
Most IFAs are apprehensive about future changes in their own workplace with business planning, performance management, technology and a diverse workforce the…
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IFAs Expect More Couples and Families To Seek Joint Advice
A new report concludes that IFAs expect more couples and families to seek joint advice on retirement planning as a result of…
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Four Senior Hires for Julius Baer
Julius Baer has boosted their UK Relationship Management and Wealth Planning team with four senior hires, all joining from Deutsche Bank’s London…