Sue Whitbread
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LTA abolition presents new pension planning opportunities for advised clients
Advisers are being encouraged to familiarise themselves with incoming legislation around the abolition of the Lifetime Allowance (LTA), with new planning opportunities…
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Check out the latest winners and losers in Square Mile’s latest fund ratings round up for January
According to Square Mile, four funds/fund ranges have joined their Academy of Funds with new ratings this past month, three funds retain…
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Two Premium Bonds holders from Dorset and Wandsworth hit NS&I £1 million jackpot
NS&I have announced today that this month’s lucky £1 million Premium Bonds jackpot winners come from Dorset and Wandsworth, with Agent Million…
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Cooper Parry Wealth launches new in-house platform, powered by Seccl
Seccl, the Octopus owned embedded investment platform, has reported today that it has been selected by Cooper Parry Wealth, one of the…
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Time to Talk Day: Practical tips to support your employees’ mental health
Time to Talk Day, taking place today, Thursday 1st February, is an annual awareness day which aims to break the taboo and…
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The Fed decides: no change to US interest rates but what does that mean for markets? The industry reacts
In a hotly awaited announcement, the US Federal Reserve has this evening announced that, in a unanimous decision, it will not be…
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Labour puts pensions, guidance and ISA reform front-and-centre of financial services agenda in its ‘Financing Growth’ plan
Today’s announcement by Labour of it’s first ever plan for financial services, entitled ‘Financing Growth’. As part of it’s plan, the party…
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Advisers reveal most challenging areas of Consumer Duty six months on
Advisers find ‘consumer support’ the most challenging Consumer Duty outcome area to comply with six months on from the regulation’s introduction, according…
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Will 2024 be the year of change? SimplyBiz’ Wiesner puts financial services under the microscope
In this blog for IFA Magazine, Fabian Wiesner (pictured), Head of Distribution Partnerships, SimplyBiz, dusts down his crystal ball and outlines why…
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Financing growth: Industry reaction as Labour reveals its plans for financial services with six policy priorities
With a UK General Election expected sometime later in 2024 and Labour flying high in the polls, the fact that Labour has…
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