HMRC’s deadline for registering a non-taxable trust is fast approaching. As such, Quilter is advising planners whose clients hold money in an express trust and are yet to register their trust with HMRC to be aware of the new rules and understand what their clients...
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#MentalHealthAwarenessWeek: Advice firms that support employees’ mental health offer an “enhanced” service to clients, says Beaufort Financial
Kingswood announces the acquisition of Vincent & Co Ltd
Companies committed to cut emissions in line with climate science now represent $38 trillion of global economy
#MentalHealthAwarenessWeek: Financial planning is supporting good mental health
This article is featured as part of our week-long series looking at awareness and practical advice to support the Mental Health of those working across the financial services sector. By Mark Hussein, CEO HSBC Life (UK) Ltd & Head of Insurance UK Many of us would...
Unum’s new Cancer Assist service the latest standout feature of Life Insurance offering
Unum UK launches employee cancer support service for Group Life customers with in-the-moment personal guidance and support for employees and their familyIn partnership with cancer experts Reframe, Cancer Assist is the insurer’s latest health and wellbeing...
#MentalHealthAwarenessWeek: The Loneliness Of The Modern-Day Founder – ARIE Capital
Written by Ricky Margolis, Investment Manager at ARIE Capital. We work in a fast-paced and often glamorous industry that thrives on disruption and technological advancement. Mark Zuckerberg’s famous motto of ”move fast and break things” perfectly encapsulates the...
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New year, new beginnings: majority of UK adults are on a mission to improve their financial health in 2022
New research by abrdn of 2000 UK adults shows more than half (55%) are determined to improve their financial health in 2022 Overall,...
Biden: the US stock market one year on
Monday 17 January will mark one year of the Biden presidency: a positive one for the US stock market, which has returned 24.1% over the...
PIMCO: Cyclical Outlook Key Takeaways – Investing in a Fast Moving Cycle
By Tiffany Wilding, US Economist, Tony Crescenzi, Portfolio Manager and Andrew Balls, CIO of Global Fixed Income at PIMCO. Over the past...
Brewin Dolphin puts sustainability at heart of its RHS Chelsea Show garden
Brewin Dolphin returns to RHS Chelsea Flower Show this year with a show garden that has been designed to showcase how a former 1900s...
EQ Investors: Three things we think will happen in 2022
By Louisiana Salge, Senior Sustainability Specialist at EQ Investors. Sustainability has developed into a significant part of the...
Vitality introduces new product charge offer of 0.15% or less per year
Vitality has introduced a new, limited-time offer, which will see annual product charges of just 0.15% or less, with a charge cap on...
WorkLife by OpenMoney joins forces with Octopus to make electric vehicles affordable for more workers
WorkLife by OpenMoney, the employee benefits platform has partnered with Octopus Electric Vehicles (Octopus EV) to add an electric vehicle...
Parents saving for their kids prioritise the familiarity of high street banks over the potential to secure higher returns elsewhere
Three of the UK’s biggest banks hold a dominant 57% share of the junior cash ISA market based on number of account holders and have 44% of...
GenM launches world’s first menopause awards
GenM launches awards celebrating the progress brands and businesses are making to improve the menopause experience for everyone. GenM is...
What will be the key technical areas and themes for pensions in 2022?
After a relatively quiet couple of years for pensions, 2021 saw a number of consultation papers, proposals, and studies which could...
Carmignac launches model portfolio service in partnership with SimplyBiz, as three-year managed distribution deal agreed
SimplyBiz and Carmignac have partnered to launch a bespoke range of model portfolios, designed specifically for advisers’ use. The new...
Vala appoints Lian Michelson as investment director and opens new tranche for Sustainable Growth EIS
Vala Capital, the entrepreneur-led venture capital firm, has appointed Lian Michelson (pictured), a successful entrepreneur and...
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