Business & Development
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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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Safeguarding the MPS-DFM-platform ecosystem | Insight from Novia’s Linda Johnstone
The MPS-DFM-platform ecosystem faces growing strain as inefficiencies mount and expansion continues. In her latest blog for IFA Magazine, Novia’s Linda Johnstone…
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Positivity on personal finances ‘jumps’ from same time last year
Aegon’s latest Financial Priorities research findings reveal that three-fifths of people in the UK are positive about their finances for 2025, which…
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Adviser insight: Truly Independent’s Katie Brinsden tells us why uncertainty demands realistic expectation management for clients in 2025
It’s a New Year but many of the challenges facing advisers aren’t exactly new. And that includes managing client expectations in today’s…
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Value of advice on the rise post-Consumer Duty
More than four in five (82%) people who have a financial adviser believe it represents ‘value for money’ – an increase of…
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Foster Denovo rings in 2025 by acquiring Verum Wealth to expand in Scotland
Foster Denovo starts the new year as it ended 2024, with another acquisition. The addition of Verum Wealth marks the firm’s seventh…
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New call tracking service to help financial services businesses drive growth and unlock ROI
Moneypenny has launched a new call-tracking service to help financial services businesses identify which marketing campaigns, ads, web pages, and specific keywords drive phone…
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