Rebecca Tomes
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Rising inflation and escalating Ukraine crisis fuels £2.5bn fund outflows, according to IA data
Intense market uncertainty around rising inflation and tensions between Russia and Ukraine saw outflows from retail funds accelerate to £2.5 billion in…
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Charles Stanley launches a new range of responsible model portfolios with a focus on ESG
Charles Stanley is pleased to announce the launch of a range of Responsible Model Portfolios designed for those looking for enhanced environmental,…
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CII launches FutureMe to help professionals achieve ambitions
The Chartered Insurance Institute today launches FutureMe, a career development platform for insurance and financial planning professionals. All the content available on…
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Phoenix Group extends UK charity partnership with Samaritans after successful first year
Phoenix Group, the UK’s largest long-term savings and retirement business, has announced it is extending its charity partnership with Samaritans for a…
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New data shows stamp duty holiday drove thousands to opt for marathon mortgages
New freedom of information data from the FCA gathered by Quilter, the wealth manager and financial adviser, reveals the government’s stamp duty…
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FCA launches three-year strategy to improve outcomes
The FCA has launched a new strategy to improve outcomes for consumers and in markets throughout the UK. As the FCA’s remit is broad…
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A new Europe in the making: analysis from RBC Wealth on the economic impacts of the Russia-Ukraine war
Frédérique Carrier, Head of Investment Strategy in the British Isles and Asia at RBC Wealth Management Longer term, the Russia-Ukraine war will…
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Moneybox secures £35m in Series D funding as AUA nears £3bn
Moneybox, the award-winning digital wealth manager, has secured £35m in a Series D funding round, led by Fidelity International Strategic Ventures, a…
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Maintaining living standards remains top retirement aspiration but clients show growing desire to pass on wealth
Two thirds (66%) of advisers said maintaining living standards is the top retirement aspiration The most common client concern is exhausting retirement…
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Business efficiencies and tailoring client outcomes fuel demand for Centralised Retirement Propositions
The popularity of Centralised Retirement Propositions (CRP) continues with a 15% increase among financial advice firms since 2020. New research from M&G…
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