Chloe Gronow
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85% will invest less or nothing at all in VCTs next year
Wealth Club, surveyed over 500 investors and found a sharp drop in appetite for VCTs ahead of the planned tax relief cut:…
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Premium Bonds 2025 – NS&I lays out the year in figures
NS&I have reported today that 2025 was another great year for Premium Bonds as holders received 71,722,056 prizes, worth £4,950,616,350. This year also marked…
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Octopus Legacy and Shepherds Friendly partner to offer simplified life insurance
Octopus Legacy, the UK’s second largest estate planner, has worked with mutual society Shepherds Friendly to develop an innovative new life insurance…
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Broadstone Sirius Index: Funding slips slightly in November but remains resilient
The Broadstone Sirius Index reports its update for November 2025 with both modelled schemes slipping back slightly, by similar amounts, as growth…
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Titan Wealth acquires Morgans Ltd
Titan Wealth today announces its acquisition of Morgans Limited (Morgans), an independent financial advisory firm in Bath, UK. The acquisition brings around…
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One in two people would use targeted support if available, finds Dynamic Planner
Dynamic Planner, the UK’s leading digital advice platform, has today published new consumer research which has found that one in two people…
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MPS under the microscope: how should you evaluate an MPS to ensure it meets the requirements of Consumer Duty?
As more advisers shift towards outsourced investment management, Andy Miller of Quilter explores what’s driving the trend — and the key considerations…
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Firms urged to review systems as new guidance sets the standard for customer vulnerability management
Financial services firms must urgently review their IT systems and processes for managing customer vulnerability, experts warn as new independent guidance sets…
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Tax pressures and falling rates put savers on alert
An expected base rate cut and frozen tax thresholds threaten savers’ returns, so they should act quickly to protect their earnings. Moneyfactscompare.co.uk reveals the…
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Active funds endure a dreadful decade – just 24% have beaten an index tracker
AJ Bell’s new Manager versus Machine report paints a stark picture for active fund management, showing long-term underperformance, a brutal year for…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
