Meg Bratley
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Labour ditches plans for lifetime allowance public sector carve-out
Tom Selby, director of public policy at AJ Bell, comments: “Scrapping the pensions lifetime allowance tax charge was a hugely positive move…
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Rathbones’ Oliver Jones: Spring budget – fix three major structural problems facing UK economy
Oliver Jones, head of asset allocation at Rathbones Investment Management, looks at key issues which he believes should be addressed in the…
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Aegon sets out pensions and savings ‘watchlist’ for Spring Budget
Aegon’s Steven Cameron and Kate Smith set out what’s on their watchlist ahead of the Spring Budget on 6 March. Income tax…
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Wesleyan makes senior hire from Quilter
Wesleyan, the specialist financial services mutual, has appointed Karen Blatchford as Managing Director of Dental, Direct and Intermediary Distribution. Karen joins from Quilter…
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BDO urges chancellor to fix five key tax issues at the Spring Budget
While attention at the Spring Budget is likely to focus on any tax giveaways, accountancy and business advisory firm BDO is urging…
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Octopus Money successfully migrates onto Seccl-powered platform
Octopus Money, the company working to make money advice accessible to everyone, has carried out a successful migration of its customers ‘assets…
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Evelyn Partners Active MPS team adds Baillie Gifford Emerging Markets Leading Companies
The Evelyn Partners Active Managed Portfolio Service (MPS) team has initiated a new position in Baillie Gifford Emerging Markets Leading Companies in…
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Nearly all regulated firms at risk of financial crime without daily customer due diligence
New data reveals that more than nine out of 10 (92%) regulated firms do not carry out daily monitoring on clients. This…
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Financial regulator finds wholesale data market can be improved
The Financial Conduct Authority (FCA) has today published the findings of its wholesale data market study, which examined competition in the markets for credit…
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Defaqto unveils world-class financial planning journey in a single, comprehensive package
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has today announced an industry first that will…
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