Meg Bratley
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HW Fisher reacts to rising Inheritance Tax Receipts: Jamie Morrison comments on HMRC April data
In response to today’s bulletin published by HMRC on the taxes it collected in April, Jamie Morrison, Head of Private Client, at HW Fisher…
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April borrowing figures compound fears of autumn tax rises
Lindsay James, investment strategist at Quilter comments on the public sector finance data from the ONS, the full comment can be seen…
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Tax receipts rise again with employer NICs changes set to be included next month
As the latest HMRC tax receipts and National Insurance contributions figures are released, Shaun Moore, tax and financial planning expert at Quilter shares…
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Adviser satisfaction reaches record highs, with Transact clinching the highest accolade
A recent study of approximately 900 advisers by research firm Investment Trends shows that adviser satisfaction with platforms has reached a record…
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Slight improvement but still six out of 10 ‘pension dippers’ shunned free Pension Wise guidance
Six in 10 (59%) of retirement savers who accessed a defined contribution pension in the last four years didn’t use the free,…
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Scottish Widows turns to AI to speed up protection insurance claims and underwriting with Sprout.ai
Scottish Widows, part of Lloyds Banking Group, has partnered with insurance automation firm Sprout.ai to trial the use of artificial intelligence (AI) designed…
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Fundhouse MPS Launches on AJ Bell
We’re pleased to announce that the Fundhouse Model Portfolio Service (MPS) has been made available on the AJ Bell platform. Launched in…
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Pensions dashboards: RSM UK says clear communication is crucial to success
As large pensions providers begin connecting to the pensions dashboard, RSM UK says clear consistent communication will be crucial to its success,…
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ValidPath launches new website – supporting IFAs across their entire business lifecycle is essential
ValidPath, the network for Independent Financial Advisers, is today launching its evolved brand identity and newly designed website. In doing so it…
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SJP’s Dr Sarah Ruggins cycles length of UK and back in 5 days 11 hours 14 minutes
Sarah has taken the overall record, beating the fastest man by 6 hours 43 minutes and fastest woman by 4 days 17…

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