Meg Bratley
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Aberdeen’s last-minute pension checklist for TYE
Financial experts at Aberdeen Adviser are urging savers to consider using their pension to manage their tax bill or retain valuable child…
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Quality of product more important selling point for clients than affordability, find advisers – The Exeter
UK health and life insurer The Exeter, has revealed that quality of product (43%) is more important a selling point to clients than affordability…
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Precise launches their highest ever LTV products and slashes residential rates
Specialist lender Precise, part of OSB Group, has made a range of significant improvements to its residential proposition which includes increasing the…
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Farmers tell new financial planning documentary they are “on edge, uncertain, lost and really scared”
After the Farming Community Network told financial planning specialists Hoxton Wealth that the three biggest problems they’re receiving on their helpline are affects to…
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BoE stats reveal sluggish property market on eve of stamp duty changes
Thomas Lambert, financial planner at Quilter comments on the latest money and credit statistics from the Bank of England: “The latest money and…
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Fidelity International study reveals lack of retirement preparedness as life expectancy increases
According to new findings from Fidelity International’s (“Fidelity”) Professional Investor DNA Survey, only 60% of professional investors say they are fully to almost fully financially prepared…
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Over 10,000 pension transfers searched for on new Origo service
Origo’s newly launched Unipass Transfer Tracking service has seen over 10,000 pension transfers searched for by advisers since it went live just…
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KPMG – confidence dips among financial services chiefs as geopolitical events weigh on revenues
Financial services leaders are less confident about profitability in the second quarter of 2025 compared to the first quarter, as they expect…
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Royal London: 12 million pensioners face higher tax bills
An increase in the State Pension from this weekend could be a mixed blessing for pensioners, pushing many into a tax-paying bracket…
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Evelyn Partners to complete the sale of professional services business to funds advised by Apax
Evelyn Partners Group Limited (“the Group”) will today complete the sale of its Professional Services business to funds advised by Apax Partners…
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