Sue Whitbread
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Research finds UK advisers embracing AI and platform consolidation but growth constrained
Financial services research firm Investment Trends has today released the findings of its 2026 UK Adviser Technology & Business Report, revealing an…
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AJ Bell finds advisers divided over FCA’s proposed simplified advice changes
The FCA has recently proposed changes to the pensions and investment advice rules with the aim of widening access to regulated advice.…
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New FOI reveals ‘nearly 3m workers’ expected to reduce pension saving after salary sacrifice changes – Steve Webb, LCP
A Freedom of Information (FOI) request to HMRC by LCP Partner Steve Webb has revealed that more than 2.8m workers are expected…
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Rise in enquiries highlights growing concern over 2027 pension IHT changes
A Manchester-based financial planning consultancy says it has experienced a sharp increase in enquiries from legal firms as concerns grow over major…
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Comment: UK pension uncertainty driving investment overseas
Menzies LLP’s Conor McManus warns of troubles ahead unless the UK steers a different path to boost savings and investment There’s been…
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New Labour Leader? The 2 financial U-turns AJ Bell wants
As speculation about the future of Sir Keir Starmer as UK Prime Minister continues to swirl, it’s the Makerfield by-election on 18…
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Market report: FTSE 100 flat as rising energy bills amid Iran conflict threaten growth
Market report: FTSE 100 flat as rising energy bills amid Iran conflict threaten growth The FTSE 100 index is flat in early…
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Energy price cap rising 13% – it could make mortgages expensive too
It’s been announced this morning that the energy price cap will rise 13% on 1 July to £1,663, adding £18 a month…
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Energy prices still the dominant driver of bond yields: Schroders
In the following analysis, James Bilson, Global Unconstrained Fixed Income Strategist at Schroders examines how oil and gas price swings are steering…
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Jodie Gallagher: Why simplified advice alone won’t close the advice gap
The FCA’s Simplified Advice drive may help tackle the advice gap, but it’s technology, data quality and operational readiness that will determine…
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