Matt Williams
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AIC launches Knowledge base for financial advisers – six guides to investment companies written for investment professionals
The Association of Investment Companies (AIC) has enhanced its educational materials for financial advisers and other investment professionals. The AIC’s new Knowledge base is a free…
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Sparrows Capital Bolsters Business Development Team with Double Swoop
Evidence-based investing pioneer Sparrows Capital has hired Paul Fox and Michelle Liseli as Business Development Managers. Fox has joined the company from…
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The Mortgage Works reduces rates across new business buy-to-let range
On Saturday 15 March, The Mortgage Works reduced rates by up to 0.30 percentage points across selected buy-to-let products for new customers…
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Barnett Waddingham research shows that disabled employees are unsupported as rumours of PIP cuts loom
Amid rumors of government policy changes – such as over £5 billion in disability benefit cuts and potential reforms to Personal Independence…
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NI&P Podcast #11: Why advisers should be talking more about pensions and protection in 2025 – with Royal London’s Clare Moffat
The Autumn Budget shook things up when the Chancellor announced plans to bring pensions into the inheritance tax (IHT) net from April…
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FCA decides to fine and ban Robin Crispin Odey
Mr Odey has referred his Decision Notice to the Upper Tribunal where he and the FCA will present their cases. Any findings…
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Oliver Bourke appointed Chair of CISI Accredited Financial Planning Firm™ steering committee
The Chartered Institute for Securities & Investment (CISI) is delighted to announce the appointment of Oliver Bourke CFP™ Chartered FCSI (Financial Planning) as the…
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Keychain rolls out AI-Powered one-click document checks for advisers
Keychain, a digital platform that helps mortgage and protection brokers streamline client onboarding, has launched its AI-powered document analysis tool after a…
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Aberdeen Adviser appoints Chief Marketing Officer
Aberdeen Adviser, provider of the UK’s second largest adviser platform by assets, announces Max Rothery has joined as Chief Marketing Officer, reporting…
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Moneyfacts UK: Variable savings rates drop to lowest levels since 2023
Moneyfacts UK Savings Trends Treasury Report data shows variable savings rates fell to their lowest levels since August 2023 month-on-month, covering easy access,…
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