In a UK Protection first, HSBC Life (UK) Ltd is launching a digital underwriting innovation that enables medical screening requests to be sent to and received back automatically from the medical screening provider Square Health, exclusively available on UnderwriteMe’s...
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#IWD2022: RedArc’s Christine Husbands believes more women need personalised support to juggle pressures of family & career
HMRC action yielding £0 in 47% of all tax investigations
#IWD2022: We talk to Magenta’s Gretchen Betts about the role of women in financial planning and why it pays to just ‘be yourself’
New report from the Student<>Employer Network offers 10 ways for businesses to connect young people with the world of work in national careers week
This week is National Careers Week (7-12th March). Teach First’s Student<>Employer Network, a partnership led by four Teach First ambassadors, is urging UK businesses to build connections with young people and boost their employment opportunities, using...
#IWD2022: First Wealth’s Kerry Burgess shares her reflections on her 25 year career in financial services
In celebration of today being International Women’s Day, IFA Magazine is shining the spotlight on the role of women working in financial services by bringing you personal stories from just some of the many influential women working in financial services in the UK...
As many as 13.9 million over 55s could be unaware of ISA inheritance tax rules
13.9 million UK adults over the age of 55 (66%) may be unfamiliar with inheritance tax (IHT) rules relating to ISAs, despite plans to pass them on to the next generation, according to new research from Octopus Investments, part of Octopus Group. Octopus surveyed a...
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Technology to do “heavy lifting” for financial advice firms in future | Ten Year Retrospective
Part of our series of retrospective articles celebrating IFA Magazine’s ten year anniversary. Ross Laurie, CEO of the Scottish fintech...
Inflation will hit 4%, but rates won’t rise
Bank of England forecasts 4% inflation but is keeping rates and QE on hold Bank outlines its exit plan for QE Banks are ready for negative...
Capital gains tax receipts rise 3%, with further increases expected
Newly published data from HMRC has revealed that in the 2019 to 2020 tax year the total Capital Gains Tax liability, realised on £65.8...
Tilney Smith & Williamson on Bank of England interest rate decision
Sam Pham, Investment Strategist at Tilney Smith & Williamson comments on the Bank of England’s interest rate decision. What happened?...
Investors plough £24bn into funds in 2021
Latest Investment Association data shows investors ploughed £24bn into funds in the first half of 2021 Responsible funds now make up £1 in...
VCT season gets off to a flying start – with Amati AIM VCT’s “record breaking” £40m flash raise
The 2021/22 VCT season has started with a bang. Amati AIM VCT, the first to launch an offer in the current tax year, raised its £40m...
Square Mile Academy of funds: Ratings round-up for July 2021
Four new ratings awarded, including two Responsible ratings Three ratings retained One rating downgrade and two ratings removed Analysts...
Chancellor and Prime Minister challenge pension investors to unleash UK ‘investment big bang’ – but will it work?
Prime Minister Boris Johnson and Chancellor Rishi Sunak have written an open letter calling on UK pension schemes to spur a UK ‘investment...
Tilney Sustainable MPS adds JPM Global Macro Sustainable and The Renewables Infrastructure Group to diversify risk
Tilney Sustainable MPS has added positions in the JPM Global Macro Sustainable Fund and The Renewables Infrastructure Group (TRIG) as it...
Hargreaves Lansdown appoints Helen Morrissey as Senior Pensions and Retirement Analyst
Hargreaves Lansdown has welcomed Helen Morrissey as Senior Pensions and Retirement Analyst. Helen brings more than 18 years’ experience of...
UK government throws down the gauntlet to institutions for a ‘big bang’ of UK investment
Susannah Streeter, Senior Investment and Markets Analyst at Hargreaves Lansdown: "The UK government has thrown down the gauntlet to...
Phoenix Group establishes a new centre of research to drive forward greater public engagement and help people live better longer lives
Phoenix Group (“Phoenix”), the UK’s largest long term savings and retirement business, is today announcing it is establishing Phoenix...
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