Fixed Income in the News
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Shepherds Friendly announces appointment of Oliver Laird as Non-Executive Director
Modern mutual Shepherds Friendly is pleased to announce the appointment of Oliver Laird as a Non-Executive Director. His appointment comes as Shepherds…
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TYE 2025: Andy Bolden from 7IM is thinking a little outside the box in the run-up to tax year-end
With a change of Westminster government last year and a tax-raising budget in the autumn, many investors and clients are looking more…
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Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 with BNY Investments’ Richard Parkin
Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers. With the FCA’s retirement income…
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Chartered status is the key to a long, successful career in financial services, building confidence and trust for consumers, says CISI
With this week marking Chartered Week 2025, the Chartered Institute for Securities & Investment (CISI) is delighted to support this important campaign to recognise…
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AIC highlights 50 Investment Trusts that would have made an ISA millionnaire
A total of 50 investment trusts would have made investors more than £1 million if they had invested the full annual ISA…
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Quilter platform sees huge shift to investment outsourcing
Outsourced investments have soared on the Quilter platform this decade, according to new data, as adviser appetite to run their own portfolios…
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Supporting first time buyers in a challenging market: We talk to Buckinghamshire Building Society’s Claire Askham
First time buyers are the lifeblood of a thriving property market, but high interest rates and the impending Stamp Duty changes have…
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FCA finds vast majority of ongoing suitability reviews delivered
The Financial Conduct Authority (FCA) has reported today that it has found that financial advisers are delivering suitability reviews in the vast…
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TYE 2025: Dynamic Planner share the checklist that advisers need for the tax year-end
As the tax year end approaches, Steph Willcox FIA C.Act, Head Actuary, Dynamic Planner shares her short checklist that advisers should consider…
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“The future of retirement advice: building on strong foundations.” Guest insight from BNY Investments’ Richard Parkin
Advisers face rising demand and evolving regulations, but the future is ‘bright’ according to Richard Parkin, Head of UK Retirement at BNY…
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