Meg Bratley
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Six tax changes arriving on 6 April that earners, savers and investors need to be aware of
The dust has settled from the Budget and time is running very short for households to take steps on their tax liabilities for…
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Santander UK reduces selected fixed mortgage rates for new business by up to 0.21%
Santander UK has today made reductions to selected fixed rates for new business across its purchase, remortgage, and buy-to-let range. The full…
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Mortgage defaults expected to surge by 22% over next 12 months
The UK’s largest specialist mortgage lenders are accounting for a 22% increase in Expected Credit Loss (ECL) provision as mortgage defaults spike,…
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60 nominees announced for 2024 Alpha Manager Awards from FE fundinfo
Today FE fundinfo, the global leader in investment fund data and technology for the fund management industry, announced the nominees of its annual…
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Advisers predict strong year for US and UK equities
Research conducted by Aegon indicates that financial advisers anticipate recent positive performance in equities will continue in 2024. The Adviser Attitudes study, involving…
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Clients increasingly turn to advisers because of HMRC helpline delays, Investec Wealth & Investment research shows
HMRC helpline delays are driving more clients to seek help from financial advisers with their tax planning, new research from wealth manager…
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Adviser firms need to follow regulatory trajectory on suitability to avoid non-compliance – Oxford Risk
Adviser firms need to adapt to changes in the regulatory approach to client investment suitability assessments and move away from a product-specific…
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PIMCO Commentary – Richard Clarida: One Hike, Three Hints, and a Surprise Rate Cut
Recent signals from major central banks suggest challenges ahead with easing monetary policy amid above-target inflation. By Richard Clarida, Global Economic Advisor…
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6.5 million put off managing money until they start a family
The way we build families in the UK is changing. Millions of people are delaying key life events like getting married, having…
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Study reveals illiquid assets move up the investment agenda for institutional investors and wealth managers
More than three-quarters (78%) of institutional investors and wealth managers will increase allocations to illiquid assets over the next five years with…
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