Jenny Hunter
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Chartering new paths – expanding the career potential of paraplanners
When we talk about careers in financial planning, paraplanners don’t always get the spotlight. For all the value they bring, paraplanners have…
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Tax year 25/26: What advisers should shine a light on with clients…
We brought you pre-end-of-tax year advice, and now it’s time to look forward past the 6th of April and toward new planning…
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Global Markets, Sentiment Shifts, and Smarter Investing – with Charles Younes, FE fundinfo
In a world where markets seem to pivot on headlines and political rhetoric, staying ahead of the curve is no easy feat.…
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Why holding too much cash could be costing more than you think, according to AJ Bell’s Laura Suter
Cash savings feel safe. That’s the main reason so many people default to them, even when history shows that investing provides significantly…
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AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights, and enhance efficiency. But…
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Quilter appoints Cat McInally to further strengthen technical support for advisers
Quilter, the adviser platform, has further strengthened its specialist technical team through the appointment of Cat McInally as a tax and trust…
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Just 48% of companies offsetting National Insurance costs with salary sacrifice, according to Towergate Employee Benefits
With increases in National Insurance contributions due to take effect from 6 April, businesses and employees are both likely to feel the…
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L&G launches intermediaries digital application process for annuities
L&G Apply set to move annuity applications into the fast lane. Features included in the launch are: L&G has announced the launch…
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Phoenix Insights reports four key findings about the state pension ahead of the 4.1% increase
Ahead of the 4.1% increase to the state pension (from 6th April), Phoenix Insights shares its four key findings about the state…
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FCA strategy aligns with UK growth agenda, but clear success metrics still to emerge – Capco
Michael Shand, Managing Principal at financial services focused technology and management consultancy Capco, comments on the Financial Conduct Authority’s new five-year strategy announcement.…
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