Meg Bratley
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FCA findings highlight improvement on adviser age but gaps in progression remain
With the FCA recently publishing its financial adviser market survey findings, the data suggests the profession is beginning to show early signs…
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Defaqto reveals top 10 recommended Multi-Asset investment solutions to the end of Q1 2026
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset…
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Iress brings AI underwriting agent to The Exchange in partnership with The Interesting Life Company
Financial technology company Iress has partnered with The Interesting Life Company to make its AI underwriting tool, the Interesting Life Agent (ISLA),…
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The shifting inheritance tax landscape has resulted in a notable uptick in anxiety
Inheritance tax receipts have continued their upward trajectory, with the latest data highlighting ongoing fiscal drag from frozen thresholds and upcoming reforms…
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Annuity rates hold near decade‑highs into 2026, extending retirement income boost
Annuity rates rose in March 2026, reaching 7.62%, according to the Standard Life Annuity Rate Tracker. With long‑term interest rates remaining high,…
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Blackfinch Property appoints Anya Turk as Junior Investment Analyst
Blackfinch Property has appointed Anya Turk as Junior Investment Analyst, reflecting its continued investment in talent at a time of strong growth…
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91% of advisers seek co-manufactured MPS to better meet individual client goals | Charles Stanley
A clear majority of financial advisers (91%) say they value a strategic partner that can support the co-manufacturing of managed portfolio services…
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Defaqto reveals top 10 recommended Single Asset investment solutions for Q1 2026
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended single…
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Dudley Building Society begins phased roll-out of new intermediary portal to enhance broker experience
Dudley Building Society has today confirmed its new intermediary portal is now live with a select group of brokers, marking the first…
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Employer National Insurance hike creates headwinds for UK group risk market, Swiss Re finds
Growth within the UK group risk market slowed in 2025 as the employers’ National Insurance (NI) increase from April 2025 saw businesses…
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