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Today’s News
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TISA launches future leaders programme to empower financial services professionals as part of strategic priorities for 2025/26
The Investing and Saving Alliance (TISA) has officially launched its new Future Leaders Programme (FLP) aimed at empowering… Read more
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Monmouthshire Building Society partners with MQube to deliver faster mortgages
Monmouthshire Building Society today announces a new partnership with MQube, a mortgage technology provider. The Society will adopt… Read more
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Estate planning with heart – how award-winning Chartered Adviser Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the… Read more
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Evelyn Partners appoints Sean Hagerty as an independent non-executive director
The Board of Evelyn Partners, the UK wealth manager, is pleased to announcement the appointment of Sean Hagerty… Read more
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VouchedFor launches ‘explainer’ series to grow consumer understanding
VouchedFor has launched a ‘financial explainer’ series for advisers to use with consumers, covering a range of topics… Read more
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Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice
Amundi, Europe’s leading asset manager, has published a survey assessing how digitally engaged retail investors are: from holding… Read more
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Scottish Friendly announces another year of strong performance, with over £50m sales
Scottish Friendly, the Glasgow-based mutual, proudly announces overall sales of £50.6m APE[2], marking the second-highest sales in its… Read more
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Investec provides new client Westbook Partners with £16.7 million loan for UK multi-let industrial acquisitions
Investec Bank plc (“Investec”), a leading international financial services provider, announces that its Real Estate team has provided Westbrook… Read more
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Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar (pictured) says three-year sponsorship will go towards overseas travel costs as she looks to… Read more
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What to be aware of when contesting a will
Financial advisors should be mindful of the growing risk to financial planning strategies involving wills. There has been… Read more
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