
The role of advisers in an evolving regulatory landscape, finovas Matt Harrison
Written by Matt Harrison, Sales Director – Broker Channel, finova As consumers, the rate at which technology has transformed our lives is truly astonishing. Rapid improvements in hardware devices, the software they run, and the telecoms infrastructure they rely...

Parmenion launches Flexi ISA to bring more versatile tax-efficient investing to advisers and their clients

Number of first-time buyers falls amid tougher housing market conditions: Halifax

TCFD is dead, long live TCFD, ISSB, TNFD…FE fundinfo’s Mikkel Bates looks to the future for assessing climate change risks
Lyfeguard: How digital solutions can simplify life admin and help IFAs and clients
Fraser Stewart, CCO of Lyfeguard shares practical tips to help advisers to harness and integrate some of the benefits of today’s digital world to reduce the administration burden on themselves and on their clients. In the bustling world of finance, advisers play a...
LGIM expands ETF range with the launch of Global Brands Strategy
Legal & General Investment Management (LGIM) has today announced the expansion of its ETF range with the launch of the L&G Global Brands UCITS ETF. The new fund continues to build on LGIM’s diverse range of ETFs and will provide investors with access to...
New HMRC figures show increasing impact of squeeze on pension tax relief – Steve Webb, LCP
Annual figures published this morning by HMRC show how the number of people caught by annual or lifetime limits on pension tax relief rose sharply between 2020/21 and 2021/22. It was partly in response to the growing impact of these limits that the Chancellor felt...
Fixed Income in the News
BNY Mellon Investment Management Launches Floating Rate Credit Fund
BNY Mellon Investment Management (BNY Mellon IM), one of the world’s largest asset managers with $1.9 trillion in assets under management, today announces the launch of the BNY Mellon Floating Rate Credit Fund. The Fund is managed by Insight Investment (Insight), a...
BoE at risk of underestimating impact of QT: T. Rowe Price
By Tomasz Wieladek, chief European economist at T. Rowe Price The Bank of England (BoE) will likely raise its deposit rate by 25bps this week, as price and wage inflation data have surprised its forecasts to the upside since its August meeting. The BoE expected...
Time for a pause in rate hikes and more QT?
Laith Khalaf, head of investment analysis at AJ Bell, comments on the upcoming Bank of England MPC meeting. The comment can be seen below: “Markets are banking on another rate rise from the Bank of England, but its own tea leaves suggest the central bank should pause...
More Latest News

Workplace Pension Providers achieve strongest ever performance in Benefits Guru’s 2023 workplace pension and auto-enrolment ratings
· Nine providers – including Aviva, Royal London and Scottish Widows achieve ‘overall gold’ awards for their workplace pension and...

Halifax: Number of first-time buyers falls amid tougher housing market conditions – Professionals react
The number of first-time buyers fell 22% between January and August this year, compared to the same period in 2022, according to the...

M&G Wealth: Cost-of-living crisis is increasing financial secrecy among families
At a time when financial pressures are increasing and money is high up the news agenda, a growing number of families and couples are...

MorganAsh strengthens support for financial services with senior appointments
MorganAsh, a leading provider of support services to the financial services sector, has strengthened its team with two senior...

A platform to put expert advice centre stage
Three years ago, M&G acquired what was to become M&G Wealth Platform. From the outset, our ambition was to provide an investment...

Nucleus completes acquisition of Curtis Banks, creating £80bn adviser platform group
Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser platforms, is pleased to announce that its acquisition...

A platform to put expert advice centre stage
Three years ago, M&G acquired what was to become M&G Wealth Platform. From the outset, our ambition was to provide an investment...

Nucleus completes acquisition of Curtis Banks, creating £80bn adviser platform group
Nucleus Financial Platforms (Nucleus), one of the UK’s leading independent adviser platforms, is pleased to announce that its acquisition...

19 million UK workers concerned about meeting essential food and utility bills – The Exeter
The equivalent of 19m UK workers anxious over affording food and utility bills, based on ONS employment data Fear of missing mortgage or...

How to be happy at work – BACP members share their top tips
Maintaining good relationships with your colleagues and removing the stigma around mental health issues are two of the ways we can feel...
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IFA Magazine

IFAM 120 | Are you ready for Consumer Duty? July/August 2023
After years of planning and preparation, the biggest regulatory change for almost a decade is almost upon us. Of no surprise to IFA Magazine readers is the fact that 31st July will see the final deadline for the FCA’s Consumer Duty. It is crucial that advice...
GBI Magazine

GBI 38 | Tax Year End | April 2023
We are delighted to welcome you to the latest issue of GBI Magazine. Yes tax year end is approaching and we know how busy our readers are so with that in mind we’ve brought you a selection of articles that are timely and topical. Jack Rose of Triple Point talks...
Latest Reports

Tax Efficient Investment Sector Research | Annual Report 2023
IFA and GBI Magazine are delighted to present the Tax Efficient Investment Sector Research Report 2023. Following the success of our earlier reports, we have combined each of the schemes (EIS, SEIS, VCT and IHT/BR) into this 300+ page report which we believe will...