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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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Santander updates loan to income policy – unlocking thousands more in borrowing for buyers
Santander UK has announced improvements to its Loan to Income thresholds from 12 August, enabling borrowers to potentially access thousands more when…
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Financial Ombudsman Service sees a fall in case levels – with complaints at their lowest level for more than a year
Financial complaints needing intervention by the Financial Ombudsman Service have fallen to their lowest level in over a year, according to new…
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Evelyn Partners’ index MPS range celebrates three-year anniversary with strong performance
The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits…
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Amy Dedman promoted to head of small business at Old Mill
South West financial experts Old Mill have announced the promotion of Amy Dedman to Head of Small Business. Amy’s promotion marks an important milestone…
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e4 Strategic joins the OPDA to support smarter data sharing in UK property transactions
Digital solutions provider e4 Strategic, the company which recently launched VERSA – a new digital workflow platform – to the UK market,…
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Top fixed bonds dip but savers can still beat inflation
The top bond rates continue on a downward trend but the leading one-year saw its smallest drop in six months. Moneyfactscompare.co.uk reveals the state…
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Atom bank provides £950k+ commercial mortgage to UK’s only zip manufacturer
Atom bank, the UK’s top-rated bank on Trustpilot, has delivered a loan of more than £950,000 to the country’s only zip manufacturer. Leicester-based…
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Why US buyers are flocking to prime UK property – and how they can avoid tax traps
Written by Alexa Kordowicz and Leigh Sayliss, Directors at law firm, Lawrence Stephens. With more Americans than ever making the move to…
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Vitality reveals widespread financial anxiety over later life care costs
New research from Vitality has revealed the significant number of UK adults deeply concerned about how they will afford care in later…
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Wealth DFM Talk Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
The latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities. In this episode,…
