Meg Bratley
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Dynamic Planner’s Advice 2025 survey finds 1 in 2 firms look to segment clients ahead of Advice Guidance Boundary Review outcome
Advice 2025, a new independent survey from Dynamic Planner, the UK’s leading digital advice platform, has found that ahead of the Advice…
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Inflation won’t make waves for the Bank of England after April’s messy splash
The ONS has released inflation figures for May: Consumer price inflation, UK: May 2025 – Office for National Statistics. With the release in…
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iPipeline launches advanced underwriting alongside project partners, The Openwork Partnership
iPipeline®, a leading provider of comprehensive and integrated digital solutions for the life insurance, pensions, savings, and investment markets in the UK,…
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Household finances under renewed pressure as UK inflation remains high – Charles Stanley
Written by Rob Morgan, Chief Investment Analyst at Charles Stanley Higher prices continue to erode UK household budgets with the official measure…
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Oxford Risk analysis reveals advice suitability makes up 61% of new financial Ombudsman Service’s adviser complaints
Mis-selling and suitability of advice make up 61% of all new complaints about financial advisers to the Financial Ombudsman Service (FOS), new…
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2025 Trafalgar House Trust and Confidence Index reveals notable gender differences in pension trust and outlook
Trafalgar House, a specialist third-party pensions administrator, today unveiled new findings from their fifth Trust & Confidence Index of the pensions industry, revealing a…
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Twenty7tec and Advise Wise partner to streamline later life lending access for advisers
Leading advice tech provider Twenty7tec has joined forces with later life lending platform Advise Wise to help brokers meet the growing demand from older …
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Reeves considers changes to non-dom inheritance tax amid UK exodus – comment from Utmost Wealth Solutions
Chancellor Rachel Reeves is exploring reversing a decision to charge UK inheritance tax on the global assets of non-doms, following a spate…
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Property expert: two-year mortgage deals the lowest they’ve been since 2022 – but will they remain?
New research from Moneyfacts has shown that two-year mortgage deals are at the lowest they’ve been in two years and have also…
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Royal London financial resilience report: nearly one in ten are on the brink of financial crisis as high costs persist
Large numbers of people across the UK say they are facing financial hardship, according to Royal London’s latest Financial Resilience Report. One…
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