Sue Whitbread
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WAY Group launches its new ‘referred’ business service under the Acrobat Trust brand.
The new service, aimed at retirement and estate planners, is focused on flexible inter-generational estate planning, protecting both settlors and beneficiaries financial…
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How much does ESG really matter to investors?
– Performance, charges, fund manager, asset management company all come first – Research sheds light on why some investors don’t consider ESG…
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Saltus marathon walk raises over £15k for Tall Ships Youth Trust
The team at wealth management firm Saltus have raised £15,037 for the Portsmouth-based youth development charity Tall Ships Youth Trust. Over 30…
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Government responds to losing HICBC tax case by proposing ‘capricious’ retrospective changes to HMRC’s Discovery Assessment powers
– The Government is proposing a little-noticed retrospective change to tax legislation in clauses 95-97 Finance (No. 2) Bill 2021-22, designed…
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Government U-turns on minimum pension age transfer plans
The Government has made a last-minute U-turn on proposals to allow savers to dodge a planned increase in the minimum pension access…
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Bank of England holds Bank Rate at 0.1% – Monetary Policy Summary
Bank of England releases Monetary Policy Summary, following November 2021 MPC Meeting. The details the Bank has reported today are as follows:…
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The IA welcomes FCA’s Sustainability Disclosure Requirements and investment labels discussion paper
Responding to the FCA’s Sustainability Disclosure Requirements and investment labels Discussion Paper, Galina Dimitrova, Director for Investments and Capital Markets at the…
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COP26: Mark Carney and GFANZ announce $130trillion commitment to net zero by financial sector
Amount of finance committed to achieving 1.5°C now at scale needed to deliver the transition Capital committed to net zero now at…
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Chancellor: UK will be the world’s first net zero financial centre
Over $130 trillion – 40% of the world’s financial assets – will now be aligned with the climate goals in the Paris…
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Wealth manager Brewin Dolphin announces net zero by 2050
Brewin Dolphin, the wealth manager, has announced that it has joined the Net Zero Asset Managers initiative as the company launches its…

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