Meg Bratley
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Mansion House speech could see chancellor outline series of reforms to pensions, ISAs and financial services industry
Chancellor Rachel Reeves is set to deliver a key Mansion House speech this week, following a climbdown on spending measures including plans…
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AI and the promise of “Best Path” advice – why independence is the future
Written by Angus MacNee, CEO, ValidPath While much of the industry focus on AI in financial advice has centred around operational efficiency,…
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The Pension Schemes Bill is a step in the right direction – but we must clear up the confusion
Written by Chris Eastwood, Co-Founder and CEO of Penfold The government’s new Pension Schemes Bill has sparked headlines, and no shortage of…
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‘Nuclear’ intervention from Bank of England casts further doubt on government plans to mandate pension scheme investment strategy
News that the governor of the Bank of England has registered his opposition to Government plans to tell pension schemes how to…
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Succession planning is now embedded in strategy: 73% of IFA owners have a plan
Gunner & Co., the UK’s leading M&A brokerage for financial planning firms, has found that succession planning is now firmly embedded in…
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A wealth tax would be a poor substitute for properly taxing the sources and uses of wealth
As the Autumn Budget approaches, speculation is mounting over potential tax rises—and one idea stirring both interest and controversy is an annual…
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SmartSearch and Plannr partner to deliver seamless AML compliance for wealth management firms
SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce a strategic partnership with Plannr,…
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IG calculates cash ISA savers miss out on £134k in real returns vs FTSE investors since 1999
UK savers maxing out their cash ISA allowance every year since ISAs launched would have lost out on more than £134K in…
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BareRock appoints Lee Robertson as non-executive director
BareRock, the digital-first Professional Indemnity Insurance (PII) provider, today announced the appointment of Lee Robertson as Non-Executive Director and Head of Strategic Partnerships. Robertson…
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Loan origination platform Mast joins the Equity Release Council
The Equity Release Council (the Council) is delighted to welcome loan origination platform, Mast, as its newest member. Mast is a cloud-native,…
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