Sue Whitbread
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Morningstar analysts reveal changes to ratings including Fidelity European and Man GLG Japan Core Alpha funds upgraded
Across December 2023 and January 2024, Morningstar’s fund research analysts have made some noteworthy changes and brought in two new ideas to…
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What can we expect from the Budget in a General Election year? Accountants BDO share analysis
In what could be the last major fiscal statement before the General Election, all eyes will be on what giveaways and policy…
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Regulated firms battle surge in financial crime attempts, alarming new data finds
An alarming 42% of regulated firms are reporting a rise in financial crime attempts, while more than a quarter of firms say…
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Government announces new taskforce to tackle rising economic inactivity due to sickness in the workforce: Broadstone comments
Following this afternoon’s announcement from the DWP (Department of Work & Pensions) about the new Occupational Health Taskforce to tackle in-work sickness…
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Top tips for boosting your business’ financial efficiency in 2024: an accountant’s perspective
Lee Murphy, managing director, The Accountancy Partnership, has shared his top tips for owners and managers of advice businesses gearing up for…
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PFS launches new Proficiency+ Consumer Duty competence diagnostic tool
PFS announces new tool and tests to allow firms to identify training opportunities in line with Consumer Duty Today the Personal Finance…
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‘It’s official, we’re in recession.” Investment experts react to today’s ONS data showing UK in ‘technical’ recession
Data released by the ONS this morning has revealed that the UK has entered a ‘technical’ recession at the end of 2023.…
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Latest ONS UK House Price Index makes for ‘rosy reading’ – reaction from mortgage and property experts
Today, as well as publishing the latest UK inflation data, the Office for National Statistics (ONS) has also revealed its latest UK House…
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UK inflation stays at 4%, but what does it mean for markets and clients? Reaction
Data released from the Office for National Statistics (ONS) this morning has revealed that UK CPI inflation for the year to the…
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Latest LTA guidance: Clare Moffat, Royal London, comments on HMRC Newsletter published today
Issues about the Pensions’ lifetime allowance have been proving particularly challenging for advisers recently. Sharing her reaction to the HMRC Newsletter on…
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