Meg Bratley
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STEP launches Barometer report to spotlight global trends in family wealth and succession planning
STEP, the professional body for trust and estate practitioners, has published its STEP Barometer 2026: Global trends in family wealth and succession planning. The…
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Quilter ranked highest for the third year in FE fundinfo’s Platform Platinum Ratings 2026
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific through its Nexus platform,…
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Debt Awareness Week: brokers remain key to supporting borrowers with complex credit
Debt Awareness Week is a timely reminder for intermediaries of the role they play in helping borrowers whose circumstances fall outside mainstream…
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Inheritance tax reforms drive demand for ‘gifting with control’ as wealthy families rethink succession plans
High Net Worth families are increasingly turning to ‘gifting with control’ strategies as inheritance tax (IHT) reforms prompt a reassessment of how…
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Mortgage shelf-life nosedives amid market uncertainty
Mortgage activity picked up during February, but new data from the Moneyfacts UK Mortgage Trends Treasury Report suggests the market is entering…
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First new UK life insurer to launch in nearly 20 years – Certua Life receives FCA/PRA authorisation
Certua Life Limited (“Certua Life”), the first new protection-focused life insurer to be authorised in the UK in nearly two decades, today…
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Rightmove HPI: steady March market so far despite global uncertainty as experts react
The latest Rightmove House Price Index shows that average new seller asking prices rose by 0.8% (+£3,023) in March to £371,042, a typical seasonal…
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Key Equity Release links with pensions specialists pense to expand advice
Key Equity Release is linking with pension specialists Pense, demonstrating its commitment to delivering holistic and integrated advice to later life lending…
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Same diagnosis, different reality: cancer remains a major driver of protection claims | Reframe Cancer
Cancer remains one of the most significant drivers of insurance claims across the UK protection market, accounting for the majority of critical…
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1 in 3 homeowners raising capital now choose a second charge
New analysis of UK lending data suggests that around one in three homeowners raising additional capital against their property now use a…
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