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Trending Articles
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Cutting through the regulatory red tape | IFAM 141 | September 2025
It’s hard to believe, but Consumer Duty has now hit its second birthday. And like any two-year-old, it’s keeping adviser…
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Over a third of employers directly fund support for employees with a new illness or injury case by case (GRiD research)
GRiD, the industry body for the group risk sector, has found that over a third (36%) of employers fund support for a new…
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What tax rises can we expect in the 2025 Budget?
Following confirmation that the 2025 Budget will be delivered on the 26 November, accountancy and business advisory firm…
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Octopus Ventures’ CEO Erin Platts gains additional role as CEO of Octopus Investments
Business and Development, Tax-Efficient Investment
Octopus Investments announces the appointment of Erin Platts as Chief Executive Officer of Octopus Investments, subject…
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Gilt market wobbles: what advisers need to know after yesterday’s turmoil
When UK government bond yields make the front pages, advisers know it’s time to sit up and take notice. Yesterday, the g…
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A third of parents feel guilty when not around for their sick child – MetLife research
Watching your child take up a risky hobby is a big moment, according to a quarter (24%) of UK parents. Other core “bigge…
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Invesco: As interest rates fall, savers looking for income could turn to investment trusts
In August, the Bank of England cut interest rates by 0.25% – the fifth reduction since July 2024. As rates trend lower…
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Eleos life launches first AI co-pilot in life insurance
Eleos Life is launching Theea, the first AI-powered digital co-pilot designed specifically for life insurance. Theea del…
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New Issues of NS&I’s 1-year fixed-term Bonds
New Issues of NS&I’s 1-year fixed-term Guaranteed Growth Bonds (GGB) and Guaranteed Income Bonds (GIB) have gone on…
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Date set for major UK Autumn Budget as Chancellor faces pressure on spending and tax
The Government has announced this morning that Chancellor of the Exchequer Rachel Reeves will deliver the UK Budget on W…
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Mercia Growth Fund 3 Extended
Mercia's Talon Golding reports that SEIS capacity in latest EIS & SEIS fund has been increased, allowing investors to access the Fund on a…
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The Seven Deadly Sins
Nick Samouilhan, multi-asset manager at Aviva Investors, discusses the investment lessons of Lent – and confesses to a few minor transgressions of…
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All Change at Canada Life
Canada Life has announced the retirement of Ian Gilmour from his position as Executive Vice-President and General Manager of Canada Life, UK Division,…
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Techno Techno
Technology funds have built up a strong track record, says Nick Sudbury, and the economic recovery could help them to make further…
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Sense and Simplicity
Liberty and Common Sense, Or the Lowest Common Denominator? Gill Cardy Rails Against a Surfeit of Rules The problem with discussing…
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Case Studies – The Wow Factor
Part Six of Abbie Tanner’s Marketing Innovation Engine™ Programme: How to Wow your Clients with Case Studies I believe case studies are…
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Going Global
Global Equity Income is an increasingly popular choice for investors, Says Stephen Spurdon. But the portfolio balances are shifting There’s no doubting…
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Japan – What Hopes?
The Nikkei is down 12% this year, says Michael Wilson, and optimism is thin on the ground. But You Know What They…
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Drawdown In Stages
Emma Fitzmaurice of The Company SSAS Says the Alternatives Are Often Overlooked So the spotlight has been firmly focused on annuities –…
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PS 14/4: Linguistic Lunacy
Compliance Consultant Lee Werrell says that PS14/4, on the FCA’s Regulatory Approach to Crowdfunding over the Internet, is taking the terminology into…