Matt Williams
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Killik & Co: What to consider for second homeowners as we approach the budget
William Stevens, Head of Financial Planning and Sarah Hollowell, Tax & Trustees Services Director at Killik & Co outline what second homeowners…
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Investec announces new 60% LTV mortgage for high-net-worth clients
Investec Bank has announced the introduction of a new 60% loan-to-value (LTV) mortgage aimed at high-net-worth individuals. Additionally, Investec is reducing rates…
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Embracing Consumer Duty: Sector leaders endorse CII Professional Map on two-year anniversary
As the Financial Conduct Authority’s (FCA) Consumer Duty cements a cultural shift in how insurance and personal finance professionals deliver better customer…
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7IM launches latest wave of platform enhancements, including integration with ZeroKey
7IM this week launches its latest wave of tools and functionality enhancements to its platform following feedback from advisers and clients. They…
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Aegon AM’s Pelteshki: the three best bond trades right now
Bond markets decided against a traditional “quiet summer” and instead gave us two bouts of volatility to book-end the period – the…
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New membership body, The Platforms Association, launches to represent £1trn investment platforms industry
Aegon, Abrdn, Fidelity, Quilter, Seccl, SS&C and other leading sector players come together to create a new voice for the industry. Today…
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Puma Investments launches Puma AIM VCT
Puma Investments has launched the Puma AIM VCT, the first new AIM VCT to be launched in the market for 17 years.…
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Santander UK reduces mortgage rates and becomes first lender this year to offer two-year fixed-rate deal below 4.00%
Santander UK has today made reductions to selected fixed rates across its purchase, remortgage, and buy-to-let range by up to 0.29%. The…
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Better property equity gifting rules to drive housing policy success
Overhauling the tax rules on property wealth gifting in the new Government’s first Budget can help over-50s to expand support for first-time…
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Aegon: Advisers favour multi-asset strategies to meet retiring clients’ changing needs
Collating the views of 200 financial advisers from across the UK, Aegon’s latest Adviser attitudes report shows how investment advice is adapting to meet…

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