Sue Whitbread
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What might a change in government after the general election mean for the wealth management industry?
Dominic House, lead consultant at Simplify Consulting, has been reflecting on what we can expect as pre-election campaigning gets underway, as well…
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UK general election set for 4th July; but what does it all mean for advisers?
As he stood in the rain yesterday afternoon, Prime Minister Sunak surprised many by announcing he was ‘going early’, declaring that the…
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HoC Education Committee’s report marks significant step forward for financial education: reaction from Quilter and Mybnk
Today the House of Commons Education Committee report into strengthening financial education titled ‘Delivering effective financial education,’ has been released, following an…
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Three ways to know if you have the right Consumer Duty mindset – Redington
Almost a year on from its introduction in July 2023, Consumer Duty has been a wakeup call for wealth and advice firms.…
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What I’m seeing in the market right now: tech insights from Origo’s Anthony Rafferty
In this blog, Origo’s Anthony Rafferty talks digital and why the penny has dropped with providers around ease of doing business with…
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Conflicting jobs data presents mixed bag for Bank of England to mull over
The latest economic data released this morning has shown that UK unemployment jumped to 4.3% whilst wage growth remains stubbornly high at…
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Offshore asset clampdown: 48% rise in foreign tax authorities’ disclosures to HMRC about UK taxpayers since 2019 Pinsent Masons report
Data from tax authorities overseas help HMRC identify individuals who may be evading tax through offshore assets The amount of information HMRC…
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Sticky US inflation leads Fed to keep interest rates on hold: the industry reacts
As had been widely anticipated, the news that at their meeting this week, the US Federal Reserve has kept interest rates at…
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More advice firms sign up to AdviserAction coalition and engage on sustainability issues
Eight more firms have today announced that they are joining AdviserAction, a first-of-its-kind membership organisation that was launched last year to enable…
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Revealed: 48% rise in inheritance gifting – Lawyers analyse the causes, pros and cons
Rising cost of living, concerns about IHT and the challenges that the younger generations are facing, have led to more families gifting…
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