The Financial Conduct Authority (FCA) has finalised stronger rules to help tackle misleading adverts that encourage investing in high-risk products. Under the stronger rules, firms approving and issuing marketing must have appropriate expertise, and firms marketing...
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DWP faces predictable backlash over plans to water down pension charge cap
Proposals to water down the 0.75% automatic enrolment charge cap so performance fees are exempt are set to go ahead despite widespread industry concern (Facilitating investment in illiquid assets (publishing.service.gov.uk)) The Department for Work and Pensions (DWP)...
Tax allowances shrink 6% in a decade as fiscal ice age continues
Calculations from Quilter, the financial adviser and investment platform, reveal that government tax breaks for savings and investments have become less generous in the past decade, decreasing by an average of 6%. Quilter has analysed eight main UK tax allowances, of...
New tax year from April 2022: 5 key changes that could affect people’s personal finances
State pension increases by 3.1% Minimum wage increase National Insurance 1.25% rise Income tax threshold freeze Pension lifetime allowance continues to be frozen Steven Cameron, Pensions Director at Aegon, explains each of the changes below: State pension increases by...
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CII launches ‘shaping the future together’ consultation
The Chartered Insurance Institute today launches the Shaping the Future Together consultation, which encourages members to have their say...
Schroders: Managed Portfolio Services Due Diligence
Schroders As a global investment manager, our overall purpose is to help build the long-term future prosperity of our clients. We...
Charles Randell to step down as FCA and PSR Chair in Spring 2022
Charles Randell has asked the Chancellor of the Exchequer to commence the process to appoint his successor as Chair of the Financial...
Royal London partners with Square Mile to demystify Responsible Investment
Royal London has joined forces with Square Mile Investment Consulting and Research to produce a series of educational videos and guides...
Winterflood Securities: It’s time to democratise Debt Markets
By Stacey Parsons, Head of Fixed Income Trading and Sales at Winterflood Securities In a world of accelerating investor democratisation,...
Begley Brown and Lamb Financial achieve CISI AFPF status
The CISI has announced that Begley Brown Financial Solutions Ltd of Glasgow and Lamb Financial based in Newcastle have both achieved...
WatchMyCompetitor on track for expansion after raising £2m from Blackfinch and Praetura Ventures
Investment to facilitate expansion of sales, client success and marketing teams With digital channels being the primary route to market...
5 ways technology can improve investment research inefficiencies
Adam Jones, CTO at Redington, outlines five key inefficiencies in the investment research and fund selection process and the way...
New research uncovers approach to encourage people in their late 30s, 40s and early 50s to engage with retirement planning
Research released today by Invesco, Invesco Consulting, maslansky + partners and Nest Insight identifies how simple changes to the use of...
Intergenerational advice demand surge needs adviser skills shift
More than half of advisers say demand has grown in the past year and nearly 90% expect it to grow over the next five years But advisers...
Kuber goes into liquidation, so what does this mean for the EIS industry?
On September 30th David Moss, the Executive Chairman of Kuber Ventures, announced Kuber’s liquidation. Moss explained, “As a result of...
UK social impact investment market swells to a record £6.4 billion in year of the pandemic
Social impact investing in the UK has increased by almost eight-fold over nine years from £833 million in 2011 to £6.4 billion in 2020,...
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