Meg Bratley
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Benchmark adds £200 million with agreement to acquire Robertson Baxter
Benchmark Capital (“Benchmark”), a leading provider of financial planning solutions and part of the Schroders Group, is today announcing that it has…
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VCT’s, adjustments to CGT and pensions, benefits and risks of VCT and EIS schemes – industry professionals share their insights
At GBI Magazine, we once again aimed to determine the industry’s thoughts on range of topics that are widely being discussed within…
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Fund managers anticipate a dramatic rise in fund launches, with alternatives driving demand as investors seek downside protection
Fund managers are predicting significant increases in inflows and product launches in 2025, as they look to capitalise upon growing investor appetite…
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Over half of investors aware of SDR labels, but jargon hinders green investment
Over half (52%) of investors are aware of the FCA’s Sustainability Disclosure Requirement (SDR) investment labels, but vague wording and jargon remain…
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Saltus Wealth Index falls to record low as confidence among high net worth individuals declines significantly
Majority of high net worth individuals (HNWIs) that voted for Labour now regret their decision and expect taxes to rise again Overall…
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Scottish Widows – 72% want a responsible pensions from their employer
Nearly three-quarters (72%) of UK employees say it is important that their employer offers a responsibly invested pension, new research from Scottish…
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AI and pensions: UK savers want balance, not bots
New research from PensionBee, a leader in the UK consumer retirement market, reveals that while UK savers are open to AI playing…
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Generative AI within Dynamic Planner
Dynamic Planner unveils 2025 developments set to transform financial advice with support for smartphone fact finding, data driven Insights and Generative AI…
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IFAs increasingly concerned about tax changes following Autumn Budget
Independent financial advisers (IFAs) are increasingly concerned about tax changes, according to research and insight agency Opinium’s latest IFA Barometer, which tracks adviser views…
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Greatest choice of low deposit mortgages since 2020
Moneyfacts UK Mortgage Trends Treasury Report data reveals the availability of deals at 95% loan-to-value rose to its highest point in almost five…
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