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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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Aviva in £5.1bn turnaround – “Progress? Yes, some…”
Aviva Group CEO Mark Wilson was modest after announcing a £2.2bn profit after last year’s £2.9bn loss. “Although we have made progress…
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Alliance Trust Prepares to Forget Auld Acquaintance
Andrew Sullivan says some providers are querying the wisdom of keeping all your Scotch eggs in one basket Given the lack of certainty…
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St James’s Place Joins the FTSE 100
As a result of a meeting of the FTSE EMEA Committee yesterday, the financial services and wealth management group St James’s Place…
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Target Absolute Return On the Up
IMA reports net retail sales of £1.1bn in January – Andrew Sullivan reports For the 10th month in a row, net retail…
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Cheap and Cheerful – Or a Bit of Luxury?
A combination of the two will suit many investors, says Thomas Wells, Senior Multi-Manager Analyst at Aviva Investors With my two-week holiday fast approaching,…
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EIS – Time is Getting Tight
Talon Golding, Sales & Investor Relations Manager at Mercia Fund Management, says the door will be closing shortly on the Mercia Growth…
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The ETF March Continues
New figures from ETFGI show that global ETF and ETP assets reached $3.44 trillion at the end of February – a new…
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LTA Pension Changes – HMRC Set to Scoop the Jackpot?
Andrew Sullivan says that inadequate planning is setting up savers for unnecessarily large tax bills With less than a month to go…
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Aegon – Claims Up, Payments Up
Are the public right to be cynical about insurers’ willingness to pay out on critical illness and life policies? Andrew Sullivan reports…
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Retirement – Is the Glass Half Full?
Andrew Sullivan reports on Prudential's latest survey of retirement intentions In its 7th annual review of the attitudes and aspirations of those…