Jenny Hunter
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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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The Paraplanner’s path to Chartered status: What’s required and is this qualification really worth all that effort?
With the New Year well underway, many paraplanners in the UK might find themselves working to achieve new professional resolutions. For those…
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What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
It’s no secret that the financial services landscape is continuing to evolve quite rapidly. With increased regulation, technological advancements, and shifting client…
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Damian Davies from The Timebank tells us about the five biggest GDPR risks when using AI tools and how to manage them
Artificial intelligence (AI) presents transformative opportunities for businesses, but it also introduces significant risks, particularly concerning GDPR compliance. In this second article…
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Over eight in ten remain concerned about further tax hikes in 2025
A survey of AJ Bell customers has found that 83% are concerned about potential tax increases under the Labour government in 2025,…
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