Jenny Hunter
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#IWD25: Dynamic Planner’s Rowan Whittington explains why she’s on a mission to help break down barriers with digital innovation
Last autumn, Rowan Whittington joined Dynamic Planner as Growth Director for its white-labelled financial planning app, Tram. In this blog, and as…
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IWD 2025: Breaking barriers to gender equality in finance – one day at a time
International Women’s Day is more than just a celebration—it’s a call to action. And few people embody that spirit better than Yasmina…
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The name’s Bond: Transact’s Mark Fenlon explores whether investment bonds are the 007 of financial planning – or not?
Amid last year’s budget speculation, rumours circulated that capital gains tax (CGT) rates would be aligned with income tax rates. Whilst this…
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How BareRock is changing the Professional Indemnity Insurance game to be a bit ‘sexy’
For too long, professional indemnity (PI) insurance has remained stagnant , bound by outdated practices and rigid frameworks that fail to meet the…
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Damian Davies at Timebank shares three AI tools you can start using as a ‘noob’
In the final instalment of this three-part series about AI, Damian Davies, Head of Engagement at The Timebank, takes a look at…
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TYE 2025: Andy Bolden from 7IM is thinking a little outside the box in the run-up to tax year-end
With a change of Westminster government last year and a tax-raising budget in the autumn, many investors and clients are looking more…
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TYE 2025: Dynamic Planner share the checklist that advisers need for the tax year-end
As the tax year end approaches, Steph Willcox FIA C.Act, Head Actuary, Dynamic Planner shares her short checklist that advisers should consider…
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New survey reveals generational differences in retirement goals, but planning is key, says L&G
New research from Legal & General uncovers multigenerational differences across retirement hopes and dreams. Findings reveal that those aged 55+ expect to…
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Mind the inflation gap: real cash ISA returns are in negative territory again, according to Quilter analysis
Following a brief period of seven months where returns on cash ISAs beat inflation, they are back into negative territory, meaning savers…
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Could Cash ISAs be scrapped? Asks Rob Morgan at Charles Stanley
The UK remains in an economic funk of muted activity, waning confidence and above-target inflation, an unenviable cocktail for Chancellor Rachel Reeves…
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