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Beneficial investment strategies and tariff impacts in the new tax year | GBI 51 | Summer 2025
Welcome to the latest issue of GBI Magazine – our first in the new tax year. Following our…
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April’s monthly financial services review data update shows improvements across every major metric
Written by Jake Sandford, Head of Data and Analytics at Smart Money People April brought a wave of…
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Capital Group study reveals investors are diversifying fixed income exposure amidst uncertainty
Against a backdrop of heightened uncertainty, investors are increasing allocations across fixed income sectors, particularly to higher quality bonds,…
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Penfold launches salary sacrifice guide to help employers offset national insurance hike
Penfold, the digital pension provider, has launched a comprehensive guide to help employers and advisers understand how salary…
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As HPI data shows a house price rise, mortgage and property experts react
With the ONS’s house price index (HPI) showing that prices rose again in the year to March, Paresh…
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7.6 million adults take out private medical insurance as health crisis drives rapid growth in protection products
Analysis by Broadstone of the latest Financial Lives Survey from the Financial Conduct Authority uncovers the rapid growth…
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Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn’s Amal Jolly and Rohit Vaish
For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on…
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Investec arranges £54.6 million loan for two office to residential conversion projects
Investec Bank plc (Investec), a leading international financial services provider, announces that its Real Estate team has provided…
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CGT receipts will disappoint the Chancellor but growing demand for financial planning amid tax reforms and wealth flows
Despite Capital Gains Tax (CGT) receipts undershooting the Autumn Budget forecasts and a £20 billion downgrade to the…
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The Psychology of Retirement: Scottish Widows’ Susan Hope explores how advisers can help clients make the switch to decumulation
Retirement isn’t just a financial shift – it’s a psychological one. Susan Hope (pictured), Business Development Director at…
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