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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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Lang cat latest shows continued strong gross advised platform sales and outflows falling again in Q2. Advisers predict strong Q3
Advised platforms saw strong AUM growth of 4.36%, with positive markets following the disruption around Liberation Day, and the best net sales…
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NS&I delivers £2.5 billion of Net Financing to the Government in Q1 2025-26
NS&I has reported today that it has delivered £2.5 billion of Net Financing to the Government in Q1 2025-26. The figure is part of…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced today an agreement for Carlyle…
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Wealth managers picked for performance – and ditched for their fees
Wealth managers are being picked for their performance and abandoned for their high levels of charges, new survey research from Netwealth has…
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Summer of legal shakeups: what financial planners need to know
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how pre-marriage wealth, inheritance, and…
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Why platforms are the real building blocks of value and why advisers need them more than ever | Linda Johnstone, Novia Global
Platforms might not be the most glamorous part of financial services, but as Linda Johnstone, Head of Investment Proposition at Novia Global,…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analysis shows that many financial‑services firms…
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LMS joins The Conveyancing Association as Affiliate member
The Conveyancing Association (CA), the leading representative body for the conveyancing industry, has today (26th August 2025) welcomed LMS – the conveyancing technology…
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The pension savers who claimed back more than £100,000 emergency tax on pension income
Around 2,400 individual pension investors successfully claimed back more than £10,000 emergency tax on retirement income last year, with some people having…
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Two in three bereaved adults left feeling stressed due to high funeral costs – MetLife UK research
Almost two-in-three (64%) bereaved individuals who said there was a funeral for their most recent bereavement felt stressed about how the cost…
