Latest News
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Business & Development
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Titan Wealth expands with acquisition of Advisa Wealth
Titan Wealth is proud to announce the acquisition of Advisa Wealth, a Jersey-based financial advisory firm, subject to regulatory approval. This strategic…
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Platforms in 2025: let’s get ready to rumble says Novia Global’s Linda Johnstone
In her latest blog for IFA Magazine, Novia Global’s Linda Johnstone (pictured) identifies three key areas where she believes that platforms will…
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HNW’s leaning on an early inheritance to fund childcare
Some high net worth (HNW) parents are relying on inheritance to fund childcare due to a lack of planning, according to new…
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Ninety One to adopt SDR ‘Sustainability Impact’ label for the Global Sustainable Equity fund
Ninety One has today announced that the Global Sustainable Equity Fund (the ‘Fund’) will adopt the ‘Sustainability Impact’ label on 28 February…
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MainStreet Partners announces 2025 ESG and sustainability champions
MainStreet Partners, a leading ESG and Sustainability data provider for top-tier investors and distributors, is proud to announce the winners of its 2025…
Economy
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AJ Bell urges government to go back to drawing board on IHT proposals
In the Autumn Budget, Rachel Reeves announced the government’s intention for unused pension funds to be subject to inheritance tax (IHT) from…
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Chancellor ramps up engagement with financial services leaders to bolster plans to grow the economy
In a statement released yesterday, the government has announced its intention that the financial services sector is set to play a key…
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UK SME confidence falls to lowest since 2022, reports ACCA
Confidence amongst UK SMEs has markedly declined for the second consecutive quarter and has now fallen to the lowest recorded level in…
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JPMAM’s Stealey: Navigating market expectations in a new political era
Iain Stealey, International CIO for Fixed Income at J.P. Morgan Asset Management, shares his thoughts on the economic impacts of a new…
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J. Safra Sarasin: Trump’s return is greeted by a strong economy
Shortly after his inauguration on Monday, Donald Trump will move to the Oval Office to sign a series of executive orders, offering…
Insurance and Protection
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40,000 protection insurance customers use BIBA service since signposting agreement launch
The industry signposting agreement for protection insurance for people with pre-existing medical conditions and disabilities, which marks its five-year anniversary since launching…
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PFS launches Good Practice Guide about Economic Abuse and Life Insurance
The Personal Finance Society (PFS) has today (22 January 2025) published a new Good Practice Guide for advisers about economic abuse and…
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HomeOwners Alliance announces partnership with LifeSearch to help people safeguard their homes, families and achieve financial stability
HomeOwners Alliance, the property advice website which empowers homeowners and aspiring homeowners with expert advice, has announced a new partnership with one…
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Blue Monday: One in 10 fear they will be rejected protection insurance due to mental health issues
Millions of people across the UK could be lacking vital life or income protection due to concerns over their mental health issues,…
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Groundbreaking training courses launched to bridge training gaps in the UK protection industry
The Protection Coach today launched two transformative training courses, the Blueprint to Protection Success and the Accelerator Course, to address critical training…
Mortgage & Property
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Precise slashes bridging rates and launches developer exit
Precise, part of OSB Group, has made considerable rate reductions across its entire bridging range and introduced a new developer exit product,…
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Nationwide Housing Affordability Report – Affordability stretched, but gradually improving
Commenting on the figures, Andrew Harvey, Senior Economist, said: “There has been a modest improvement in UK housing affordability over the last…
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North East tops yields in UK rental market, according to Lendlord Q4 2024 HMO report
Property management and financial platform Lendlord has published its inaugural HMO Data Analysis Report, providing detailed insights into the Houses in Multiple…
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Mansfield slashes discounted mortgage rates by up to 0.6%
Mansfield Building Society has cut rates on its prime discounted variable-rate mortgage products and across key loan-to-value (LTV) tiers. The newly updated…
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Principality Intermediaries business team restructures to enhance support to mortgage brokers
Principality Intermediaries, part of Wales’ largest building society and the 6th largest building society in the UK, has announced changes to its…
Regulation & Complaince
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Legal Lens: FCA looking to ease Consumer Duty burden as Reeves pushes regulators for growth
As reported by City A.M. late last week, the Financial Conduct Authority (FCA) seems to be looking to ease the burden for…
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The FCA’s 5-year strategy: tackling financial crime and building consumer trust. Analysis from Shoosmith’s Vipond
Brendon Vipond, dispute resolution adviser at leading law firm, Shoosmiths, examines the details of the regulator’s plans and shares his view on…
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FCA consults on new private stock market – PISCES
Proposals for a new platform – The Private Intermittent Securities and Capital Exchange System (PISCES) – where shares in private companies will…
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Firms using GDPR as a scapegoat for Consumer Duty failures risk regulatory action, warns MorganAsh
Firms that are falsely using GDPR as a ‘scapegoat’ for non-compliance with Consumer Duty are risking severe action from the regulator, MorganAsh…
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Innovative PII provider, BareRock, joins Institute for Financial Wellbeing as Partner Member, reinforcing commitment to positive change for financial advice firms
BareRock, the digital-first Professional Indemnity Insurance (PII) provider, today announced that it has been approved as a Partner Member of the Institute…
