Sue Whitbread
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Investment bonds – Defaqto’s Ben Heffer tells us why it’s been all change in 2024
The tax-efficient nature of onshore and international investment bonds has brought them into sharper focus following the Autumn Budget in November. However,…
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Celebrate your successes, urges Origo CEO, as he offers practical year-end tips for advice businesses
With 2025 just around the corner, Origo CEO Anthony Rafferty is urging financial services companies and teams to celebrate their wins from…
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Simplybiz Mortgages adds Penrith Building Society to lender panel
Simplybiz Mortgages has announced the appointment of Penrith Building Society to its lender panel. The partnership with Penrith is the latest in…
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IA outlines aim to boost financial resilience and growth in response to Labour’s FS Strategy
Responding to the Government’s consultation on Financial Services Growth and Competitiveness Strategy, the Investment Association (IA) representing the UK investment management industry,…
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Strong demand for vulnerable customer expertise as training platform reaches milestone 20,000 completions
The Consumer Vulnerability in Later Life online training provided by Just with content provided by SOLLA, has been completed more than 20,000…
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Gifts valued above £1m made to charities in wills increased by a third last year to £1.1bn as families look to reduce IHT
The value of gifts over £1m made to charity in wills has increased by 33% to £1.1bn from £850m in the last…
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Hymans Robertson urges advisers to assess impact of new sustainability regulations on their business
IFAs must understand how the FCA’s Sustainable Disclosures Requirements “SDR” impact their business, now that the Anti-greenwashing regulations and the SDR’s Naming…
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Focus Business Solutions returns to independence after nearly 14 years following successful completion of MBO
Focus Business Solutions has today announced the successful completion of its management buyout (MBO) from abrdn, marking a significant milestone in the…
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Fund Manager Insight | What’s the small cap catalyst? You’re asking the wrong question here, argues Artemis’ Mark Niznik
When it comes to successful investing in small caps – something Mark Niznik, co-manager of the Artemis UK Smaller Companies Fund, knows…
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Guest insight: Martin Currie’s Jen Mair tells us why she believes the financial services industry needs more women NOW
Jen Mair, Chair of Future Asset and CEO of Martin Currie, tells us why she thinks our industry needs to shed its…
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