Meg Bratley
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Fixed bond and ISA rates drop across the spectrum finds Moneyfacts
Moneyfacts UK Savings Trends Treasury Report data shows average fixed rate bond and ISA rates fell across the spectrum month-on-month, for the first…
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Octopus doubles down on Seccl, with new investment in reshaped management team
Seccl, the embedded investment platform, is preparing for dramatic expansion on the back of further investment from Octopus in a reshaped management…
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Demand for support for Parkinsons and other long-term conditions is up 30%, finds RedArc
Demand for support for Parkinson’s cases has increased by 75% YoY, 33% for Arthritis, 22% for Fibromyalgia, and 11% for Multiple Sclerosis,…
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EY Future Consumer Index: brand loyalty declines as financial concerns persist
Despite ongoing financial concerns, UK consumers are increasingly prioritising value over brand loyalty, according to the latest EY Future Consumer Index. The 2025…
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Two thirds of platforms failing to provide holistic CGT support for advice firms
Research published today by tax reporting experts FSL, shows more than two thirds of platforms are not providing advisers with holistic CGT planning…
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Evelyn Partners launches Index MPS range into the financial adviser market
Evelyn Partners is pleased to announce the launch of its Index MPS (Managed Portfolio Service) into the UK financial adviser market. The…
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Trust is the most important quality older homeowners look for in an adviser – Equity Release Council
Older homeowners say trust is the most important quality they look for in an adviser, followed closely by transparency, thoroughness, and tailored…
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Air supports later life lending growth with lead tech partnership
Market-leading later life lending platform Air is boosting growth in the later life lending market by linking with the UK’s longest-standing lead…
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HMRC simple assessments soar 74% in a year as stealth tax hits pensioners
New figures obtained by Quilter, the wealth manager and financial adviser, under the Freedom of Information Act reveal that HMRC issued 1.32…
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DFM Firm Sparrows Capital expands business development team
Evidence-based investing pioneer Sparrows Capital has hired James Denton as a Business Development Manager. This is the DFM firm’s third BDM hire this year…
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