Latest News
Business & Development
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Advice firms more than double client onboarding over the past year – fuelling desire to digitise vast majority of processes
Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, a 116% rise year-on-year,…
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Evelyn Partners appoints new Head of Financial Planning Advice
Evelyn Partners has announced today that it has appointed Philip Lewis to the new position of Head of Financial Planning Advice. Philip…
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Wedding bells to alarm bells: how divorce risks family businesses
Written by Katie O’Callaghan, Partner at Boodle Hatfield LLP Divorce is rarely simple—but when there are significant or complex wealth structures involved,…
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Succession planning is now embedded in strategy: 73% of IFA owners have a plan
Gunner & Co., the UK’s leading M&A brokerage for financial planning firms, has found that succession planning is now firmly embedded in…
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SmartSearch and Plannr partner to deliver seamless AML compliance for wealth management firms
SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce a strategic partnership with Plannr,…
Economy
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Mansion House – PIMFA comments on expected FOS reform
On Tuesday 14th July, Rachel Reeves will deliver her first Mansion House speech as Chancellor, with both pensions and ISAs expected to be…
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Evelyn Partners: ISAs may not be out of the woods yet despite pause on cutting Cash ISAs
Jason Hollands, Managing Director of Bestinvest by Evelyn Partners, the online investment platform, has shared his thoughts on the future of ISAs.…
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Mansion House speech could see chancellor outline series of reforms to pensions, ISAs and financial services industry
Chancellor Rachel Reeves is set to deliver a key Mansion House speech this week, following a climbdown on spending measures including plans…
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A new risk premium and how US policy is tipping the balance on global markets, FE Investments’, Charles Younes explains…
Markets have experienced considerable volatility over the past three months, as political developments have driven dramatic shifts in global allocations. Inflation and…
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End of 90-day tariff pause nears: what could happen next and why investors might want to do nothing
As we approach the end of the 90-day pause on higher tariffs, market volatility may be on the rise. The last month…
Insurance and Protection
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National Friendly launches new ‘Cover the Country Income Protection’ campaign for advisers
National Friendly has launched a new adviser campaign to support the education and awareness of income protection (IP). The ‘Cover the Country’…
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Broadstone appoints Rob Kerry as Actuarial Director to enhance life insurance capabilities
Broadstone, a leading independent UK consultancy delivering expert advice to employers, insurers, pension scheme trustees and lenders, today announces the appointment of Rob…
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62% of income protection claimants returned to work within 3 months of receiving support via a RedArc pilot
RedArc, the nurse-led support organisation, has successfully completed a new return-to-work pilot, achieving significant results in helping individual income protection (IP) policyholders…
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Many unaware of their responsibilities as executor of a will
New research reveals that many are lacking in awareness of their responsibilities as executors of a will. An executor is someone who is named…
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NI&P Podcast #14: A broker’s perspective on the underwriting challenges for high-value life cover with JLHO’s Ken Maxwell
In the latest episode of our New Insurance and Protection Podcast, we dive into one of the most complex areas in the protection…
Mortgage & Property
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Monthly mortgage market view: Santander UK Chief Economist
Frances Haque, Chief Economist at Santander UK, commented on UK mortgage market:“The housing market appears to be showing signs of recovery following…
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Mortgage Guarantee Scheme – property expert comments on Freedom to Buy initiative
Ahead of Tuesday’s Mansion House speech, e.surv Chartered Surveyors has weighed in on the expected re-launch of the Mortgage Guarantee Scheme –…
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Darlington Building Society comments on government u-turn over cash ISA review limit
Darlington Building Society has responded to With the Government’s recent U-turn on plans to review the Cash ISA limit, voicing both concern…
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Mortgage advisers need to adapt in order to thrive as later life lending sector grows
Mortgage advisers need to adapt to the growing later life lending market in order for their businesses to thrive now and in the…
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Pepper Money launches 90% LTV mortgages to meet growing demand
Leading specialist lender Pepper Money has announced it will enhance its Pepper48 and Pepper36 residential mortgage range with the introduction of a 90% loan-to-value (LTV) option. Rates will…
Regulation & Complaince
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FCA fines Monzo £21m for failings in financial crime controls
The Financial Conduct Authority (FCA) has fined Monzo Bank Ltd £21,091,300 for its inadequate anti-financial crime systems and controls between October 2018…
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Firms should take steps now as FCA publishes new non-financial misconduct rules, says RSM UK
As the FCA publishes new regulation on bullying and harassment in financial services firms, RSM UK says firms should take steps now…
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FCA clarifies expectations on bullying, harassment and violence to deepen trust in financial services
Serious bullying and harassment in financial firms qualify as misconduct, under rules confirmed by the Financial Conduct Authority (FCA). Previously, it was…
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FCA’s new ‘targeted support’ proposals spark industry optimism for closing the advice gap| Industry leaders react positively to today’s news
The Financial Conduct Authority’s (FCA) latest consultation on “targeted support” has been met with broad industry approval, with many welcoming it as…
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FCA’s targeted support proposal could help millions left behind by the advice gap
Following today’s announcement of the FCA’s consultation paper on targeted support, Steven Levin, CEO of Quilter, has shared his detailed analysis on what this…
