Matt Williams
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World Mental Health Day: How Do We Embed Mental Health Importance into Corporate DNA?
Established to encourage vital discussions surrounding mental health, this year’s World Mental Health Day focuses on workplace mental health, an area which…
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Top paying fixed bond rates plunge, says Moneyfacts
The top one-year fixed bond dropped month-on-month, resulting in deals paying over 5% exiting the savings market. Moneyfactscompare.co.uk reveals the state of play in…
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27% increase in businesses transferring ownership to employees in a year to 542
The number of businesses transferring ownership to employees through Employee Ownership Trusts (EOTs) has jumped 27% to 542 over the past year*…
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Global Wealth Management Group GSB Partners with London-based Mumble Forum
Financial services group GSB has partnered with London-based women networking club Mumble Forum. The partnership will aim to empower female entrepreneurs and business leaders through…
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Reaction as pension tax relief plans are reportedly being reconsidered
A report in The Times this morning indicates that plans to reform pensions tax relief for higher earners as part of the…
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Dynamic Planner announces new CRM integration with Adviser Cloud
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Advisers using the new integration…
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Halifax HPI data shows house prices rising for third straight month – plus reaction from across the industry
Halifax have released their House Price Index, which has revealed that house prices have risen for a third successive month. House prices…
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Transact teams up with moneyinfo to enhance client document delivery
Transact, the UK’s leading adviser investment platform announces a powerful new integration with fintech provider moneyinfo that streamlines adviser-client communication. This collaboration…
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Average UK citizen hit five times each by data breaches last year – 312 million breaches in 2023, up 53% on 2022
UK citizens were affected by five data breaches each on average last year*, says leading global specialty (re)insurance group Chaucer. Figures obtained…
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Don’t forget to register for Self Assessment tax before 5 October
BDO warns those with online side hustles that HMRC will be able to crosscheck incomes for the first time. People needing to…

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