Investments & Savings
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Do clients desire greater engagement?
Advised investors are keen to hear more about sustainable investing – more than 80% say they would like to discuss these strategies…
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Tuesday newspaper round-up: Cost of living, Meggitt, big tech
Ministers have unveiled plans for £5,000 grants to allow people to install home heat pumps and other low-carbon boiler replacements as part…
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AJ Bell: Are we getting an interest rate rise for Christmas?
Andrew Bailey talks up an interest rate hike Markets are now pricing in an 85% chance of a UK rate hike by…
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Enough is enough: AIC responds to FCA consultation
The Association of Investment Companies (AIC) has responded to the FCA’s Consultation Paper CP21/23, PRIIPs – Proposed scope rules and amendments to…
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Aegon sets out Budget bucket list for pensions and savings
Aegon’s Steven Cameron claims that now’s the time for targeted interventions, not tax tinkering or radical reform of pension tax relief. Steven…
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MetLife enhances protection proposition with launch of EverydayProtect
MetLife UK has enhanced its Individual Protection offering with the launch of EverydayProtect. An innovative customer-led proposition, EverydayProtect is a flexible and…
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Tilney Sustainable MPS adds energy efficiency trust to portfolios as it celebrates 10-year anniversary
Tilney Sustainable Managed Portfolio Service has initiated a position in the SDCL Energy Efficiency Income Trust, as the team looks to diversify…
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Polar Capital launches Smart Energy Fund and Smart Mobility Fund
Polar Capital, the specialist active asset management group, has announced the launch of two new funds, the Polar Capital Smart Energy Fund…
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Wealth Wizards’ Firth: Advice profession needs to “step up to the plate” and address advice divide
Rebecca Tomes speaks to Andrew Firth, Founder and CEO of Wealth Wizards, about the advice gap and why and how they can…
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The right role, in the right place, at the right time
A thriving and successful advice business is a truly inspirational place to work but sometimes the reality doesn’t quite live up to…
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