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TISA welcomes SMCR reform proposals to reduce regulatory burden and recommends further practical improvements
The Investing and Saving Alliance (TISA) has welcomed the proposed reforms to the Senior Managers & Certification Regime…
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St. James’s Place expands investment shelf with new Polaris Multi-Index range
St. James’s Place (SJP) has expanded its multi-asset Polaris range with the addition of four new risk-rated, funds-of-funds.…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaranteed…
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Fund manager view| Is your clients’ ‘gilty’ pleasure becoming unhealthy? Artemis’ Stephen Snowden
For many investors it seems, gilts have become the new ‘gilty’ pleasure. But as record numbers of retail…
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Gifts to charity in Wills rises to £980m as more estates seek to cut inheritance tax
The total value of gifts left to charity in people’s Wills rose to £980m last year, partly as…
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LIBF and The Mortgage Mum back underrepresented talent with scholarship
The Mortgage Mum is partnering with leading financial education provider LIBF to develop a new scholarship scheme to…
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Regulatory outlook: the case for a ‘Pension Tax Lock’ and what the state pension age review could mean for future pensioners
Key regulatory and legislative developments are set to impact the UK personal finance, pensions, and financial planning sector…
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Transact launches new app with intelliflo to simplify contributions and withdrawals
Transact is excited to introduce a new app developed in partnership with intelliflo. The app will make it…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at…
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CISI launches Financial Planning Week 2026 calling on all UK financial planners to give their free time to make a difference
Building on the concept of CISI’s Financial Planning Week (FP Week) as an opportunity to give back, CISI…
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