Sue Whitbread
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@Selectapension’s new Quote and Apply tool for advisers delivered using Origo Integration Hub
Selectapension has launched a new Quote and Apply tool, which enables users to create a product quotation and application without the need…
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Spending review: tax hikes remain on the cards and investors value ISA allowance most new Interactive Investor poll finds
A snap poll among interactive investor website visitors ahead of the Spending Review, attracting 1,582 responses between 08:30 yesterday (24 November)…
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OBR signals tax rises to balance public finances – how could the Chancellor pay the bill?
The OBR’s Economic and Fiscal Outlook published today states that restoring the public finances to balance would require tax rises or spending…
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Negative interest rates could be on the horizon, but what will this mean for investors?
Brace yourself – December is set to be another busy month for investors. Instead of winding down for the festive break, the…
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New platform company , ‘DIGI’, launched to support financial advisers in the provision of ‘Advice for All’
Digital Wealth Systems has just launched its first product, DIGI – a product that combines Discretionary Fund Management, Investment Platform and Technology…
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Is platform financial and operational strength now of even greater importance in platform due diligence?
Financial strength was a factor for advisers when selecting their existing platforms, but its importance jumps when asked which factor would lead…
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Intergen 2020 insights: Sam Jermy – what does the future hold for Inheritance Tax?
With Government debt levels at record highs, it seems inevitable that tax rises in some form are on the way. Ahead of…
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The Oxford/ Astrazeneca vaccine benefit nobody is reporting
The Oxford/Astrazeneca press release issued today had two headlines, the first reported that ‘Two different dosing regimes demonstrated efficacy with one…
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PIMFA sets out priorities for the future as it updates member manifesto
PIMFA, the trade association for the wealth management and financial advice industry, has updated its Members’ Manifesto < following industry developments…
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Millennials driving high net worth parents and grandparents in a shift to sustainable investing
Seven in 10 among older wealthy generations say the millennial generation is leading their family towards more sustainable investing Four in…
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