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Why financial advice is failing under-represented groups – and how we can fix it | Guest insight from Truly Independent’s Cara Robinson
Too many people still regard financial advice as a luxury, not a necessity — and the result is…
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Saturn refreshes brand as client numbers double in three months
Saturn refreshes brand as client numbers double in three months Saturn is now the AI and data partner…
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Child benefit opt outs drop for the first time in over a decade
Holly Tomlinson, financial planner at Quilter comments on the annual Child Benefit statistics: “This latest data shows just…
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Comment on HMRC tax receipts data
Alex Ranahan at FSL comments on the HMRC tax receipt data in the full piece below: The total…
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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…
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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…
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Precise bolsters residential range with leading low rates from 4.79%
Specialist lender Precise, part of OSB Group, has bolstered its residential product range with new limited edition products…
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The People’s Pension: new Childcare Act expansion could boost UK pension savings by £1.2 billion
A recent expansion of the Childcare Act could increase the retirement savings of parents by £1.2 billion according…
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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 institutions and individuals…
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IHT receipts show new year-on-year increase – S&W comment
New data published today by HMRC shows that IHT receipts for April 2024 to March 2025 were £8.2 billion, which is £0.8…
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