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Trending Articles
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NS&I’s September Premium Bonds prize draw creates two new millionaires in Co Durham and Cumbria
NS&I has reported today that two lucky Premium Bonds holders in County Durham and Cumbria have each scooped a £1 mil…
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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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iPipeline launches Advanced Underwriting to whole of market
iPipeline has rolled out its new Advanced Underwriting feature to all advisers via its SolutionBuilder® platfo…
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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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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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Aegon: Targeted Support success should be measured on ‘complimenting, not cannibalising’ advice
Steven Cameron, Pensions Director at Aegon, has shared his thoughts on on the closure of the FCA consultation paper on T…
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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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Deepbridge Capital and RSM UK launch Autumn Tax Planning Masterclass series
Venture capital investment manager Deepbridge Capital is pleased to announce the launch of its Autumn 2025 Tax Planning…
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
Insurance and Protection, Podcasts
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, somet…
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Marketing to High Net Worth clients
Step Beyond Traditional Marketing, says Abbie Tanner…Into the realm of the High Net Worth Private Client In last month’s issue of IFA…
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America Is Stronger Than It Looks
Helicopter Ben Bernanke’s Contradictory Statements Hold No Terrors for Old Mutual’s Ian Heslop Will he, won’t he? And if not now,…
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SSAS Pensions – Sassy to the Max
SSAS is still very much alive and kicking, says Emma Fitzmaurice of The Company SSAS The self-invested market has experienced a lot…
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Investment styles? We’re spoiled for choice
JM Finn's Brian Tora Has Finally Lost His Gilt Complex Investors these days have a much wider choice of asset classes…
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Payday Loans Under the Lens
In a month when the FCA has been coming down hard on payday loan providers, the industry has been doing its best…
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What Our Clients Really Think of Us
Compeer's Mike Levy on a forthcoming conference in November: 2013 has been a year of major regulatory change for the wealth management,…
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IFA Centre, and Why We Need Change
Gill Cardy Reflects on 25 Very Fast Months A week may be a long time in politics, but 25 issues of…
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There’s No Such Thing as Passive
Jupiter’s Peter Lawery explains why passve investments are more active than they seem The debate about active versus passive investment shows…
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Goodbye To The Old Tax Regime
As the party conference season fades into the distance, the air is still ringing with soundbites designed to rouse the nation’s solidarity while,…
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Dear CEO Letters: Suitability and Risk Profiling
By Matthew Hunt, Prospect Wealth Management In 2012 the FSA identified “significant widespread failings1[1]” following their review of a sample of 16…