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Business and Development
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Nearly one in four IFAs plan to implement AI into client services in next 12 months
The Prime Minister has just announced Government plans to expand the uses of AI in order to boost growth and efficiency; something…
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Financial services industry must reclaim ‘Finfluence’ in 2025, says new report
Financial services providers must take action to regain their influence over young people’s financial education, according to the latest findings from the…
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FinCalc strengthens partnership with Plannr with new launch button
In a significant step toward streamlining financial advice processes, FinCalc and Plannr have introduced an innovative new feature: the “Launch in FinCalc”…
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Shepherds Friendly partners with TrunkBBI for first TV advert
Shepherds Friendly, the award-winning UK financial mutual with a legacy spanning almost two centuries, is excited to announce the release of its…
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Legal Lens | Stowe Family Law’s Ciara Pugh highlights the unique financial complexities of a HNW divorce
When high-net-worth couples like Fearne Cotton and Jesse Wood part ways, untangling their complex financial portfolios becomes a legal and emotional minefield.…
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What will 2025 have in store for financial services?
As 2025 gets underway, Hugh Fairclough, financial services audit partner, RSM UK gives his take on what may be on the horizon…
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Should the UK government scrap Lifetime ISAs?
By Mike Penny, Wealth Consultant at Simplify Consulting In the 2024 Budget, among the big-ticket news, was the decision by Rachel Reeves…
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Embracing the technology opportunity
By Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) The advice industry has changed significantly in recent years. The mission remains the same…
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Advise Wise extends one-click instruction feature to Forever Legal’s later life services
Advise Wise, leading sourcing platform for later life advisers, is thrilled to announce the extension of its innovative one-click instruction feature to…
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Standard Life completes £1.5bn Plan buy-in with the Compass Group Pension Plan
Standard Life, part of Phoenix Group, has successfully concluded a £1.5bn Bulk Purchase Annuity (“BPA”) transaction with the Compass Group Pension Plan…
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