Matt Williams
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Three new UK financial planning firms achieve CISI Accredited Financial Planning Firm status
Three new UK financial planning businesses have joined the CISI exclusive list of Accredited Financial Planning Firms (AFPF). Staffordshire-based Oak Four, Santorini Financial Planning in Leicestershire…
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HSBC announces two year research fellowship in partnership with the University of Oxford’s Wellbeing Research Centre
HSBC and the Wellbeing Research Centre at the University of Oxford have announced the launch of the HSBC Research Fellowship, a two-year…
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Consumer Duty could impact advisers’ business models according to HRIS
Consumer Duty could have an impact on IFAs’ business models, warns Hymans Robertson Investment Services (HRIS). The regulation provides clarity on what…
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CSS: Majority of property professionals maintain 2024 market confidence
When looking ahead to expectations in 2024, a webinar poll undertaken by Countrywide Surveying Services (CSS) – one of the leading suppliers…
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National Friendly: Conversations with an Underwriter – Understanding the Diabetes dilemma
Following National Friendly’s discussion last month on a fresh approach to underwriting, National Friendly sat down with Jake Watts, Disability & Development…
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Punchy claims about returns to savers, but this is about boosting economic growth
Following the Chancellor’s Mansion House speech yesterday evening, the Government has this morning published a raft of policy consultations and updates: 12 from…
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The 60/40 reset: analysis from FE Investments’ Younes as to why it’s currently a song of ice and fire
As an investment strategy, the 60/40 portfolio appeals to the so-called “balanced” investor. This appeal stems from a moderate risk appetite suited…
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Brokers react as average 2-year fixed rate now highest since GFC
The average two-year fixed rate has risen to 6.66%, up from 6.63% yesterday. This saw it surpass the levels seen after last…
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Consumer duty ‘will boost consumer retail investment’, according to iPensions Group
Advisers are confident the implementation of new Consumer Duty rules will deliver on their key aim of boosting consumer retail investment with…
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Government consults on LCP proposals for reforms to make better use of DB pension scheme assets
In his Mansion House speech last night, the Chancellor announced a raft of reforms designed to ensure that the money saved in…
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