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Trending Articles
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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Financial Services in an AI Era
Artificial intelligence (AI) is everywhere, reshaping industries left and right. For financial services, it’s a mix of excitement and caution—especially as this…
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Guy’s & St Thomas’ foundation and CCLA to drive investor action on air pollution
Today Guy’s & St Thomas’ Foundation and CCLA Investment Management are launching a public consultation to tackle corporate air pollution through investor action. The consultation will…
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Fund manager opinion |Chikara’s Richard Aston reflects on the Japanese election and why corporate governance reform is here to stay
Richard Aston, manager of the CC Japan Income & Growth Trust plc and the Chikara Japan Income & Growth Fund reflects on…
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7IM and others back calls for asset management industry to commit to net zero
7IM has joined forces with partners across the wealth management industry through the ‘UK Wealth Managers for Climate’ group to encourage asset…
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What does a sustainable future mean for investors?
There are many facets of sustainability; and companies are having to change their processes and behaviours to work towards our sustainable future.…
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Guest insight |T. Rowe Price’s Ritu Vohora filters the signal from the US election noise
With the two candidates – Harris and Trump running almost neck and neck ahead of tomorrow’s US presidential election, Ritu Vohora, capital…
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Budget 2024: Missed opportunity as reform of High Income Child Benefit Charge is shelved
Buried deep in the Budget Red Book (paragraph 5.146) is confirmation that the Government will not be proceeding with reform of the…
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Talk Money Week – Met Life’s Rich Horner tells us why protection should be top of the list
This week, as we celebrate Talk Money Week (4th – 8th November), it’s an opportunity for everyone to get involved with events…
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Quilter Cheviot hires Colin Rowe as new head of advice
Quilter Cheviot, the high net worth division of Quilter, has today announced the appointment of Colin Rowe as head of advice, subject…
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Calastone FFI – Equity funds suffer worst month of outflows on record
Calastone’s latest Fund Flow Index for October 2024 shows that equity funds suffered their worst month of outflows on record. Investors sold…