Confidence index
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The Platforms Association launches Transfers Workstream to transform transfers
The Platforms Association has announced the launch of its Transfers Workstream, an industry-wide initiative designed to make transfers between investment platforms faster,…
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Marloo: AI Assistant launches to save advisers from outdated ’90s software
AI assistant Marloo launches today for UK financial advisers frustrated by clunky 1990s software that fights them every day. These outdated systems…
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Why multi-asset funds can be a good option for first time investors
Investing for the first time can be a daunting prospect. Fear of losing money, lack of knowledge or confidence with the investment…
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Moneyfacts: Only a quarter of savings accounts can beat base rate
Moneyfacts UK Savings Trends Treasury Report data shows that, despite a cut to the Bank of England Base Rate (BBR) to 4%, only…
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DFM Magnus launches three multi-asset funds for Wren Sterling clients
Wren Sterling’s discretionary fund management (DFM) business, Magnus, has launched three funds for clients of the group’s financial planners: the IFSL Magnus…
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Barnett Waddingham launches ‘Lighthouse’ to enhance investment monitoring for pension schemes
Leading professional services consultancy Barnett Waddingham today unveils Lighthouse, a new monitoring service designed to transform how pension scheme trustees and sponsors…
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Titan Square Mile launches a new MPS range focused on quality and value to deliver long-term client outcomes
Square Mile, now rebranded as Titan Square Mile, today announces the launch of a new distributor Model Portfolio Service (MPS), a powerful…
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2 in 5 fear investing due to lack of knowledge: 10 most Googled investment questions answered by experts
Poor financial literacy is costing 23.3 million UK adults an average of £20,000 compared to their more financially savvy peers. Over two…
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Quilter: HMRC’s new Lifetime ISA research shows just how confused its purpose has become
New HMRC research shows confusion over the Lifetime ISA, with savers split between using it for a first home or retirement. Quilter’s…
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Calastone: Investors shun record-high stock markets as £1.3bn flows out of equity funds in August
Equity funds saw £1.31bn of outflows in August, the worst since 2022, Calastone data shows, as investors pulled back from global and…
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Flexible, focused, and future-ready: multi-asset investing in 2025
As an adviser, your job is to help clients achieve their financial and lifestyle goals with confidence and clarity. Multi-asset funds have…
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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 BDO has shared its predictions…
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Insignis unveils new “forever” cash ISA, simplifying savings for clients and advisers
Insignis, the leading cash management platform, has launched a new, multi-bank “forever” cash ISA that lets savers access market-leading rates and diversify…
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As gold prices reach record highs this week, is now the time to invest?
With gold reaching a record high of $3,508.50 per ounce this week (Tuesday, 2nd September 2025), and Chancellor Rachel Reeves’ encouragement for…
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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 gilt…
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Schroder Investment Solutions expands distribution reach of Model Portfolio Service
Schroder Investment Solutions, provider of a range of cost-effective Model Portfolios and Multi-Asset funds, is today announcing that its Model Portfolio Service…
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BlackRock expands multi-asset MyMap range with the launch of MyMap7
BlackRock expands its MyMap range with the launch of the MyMap7 fund, designed to meet the evolving needs of its clients and…
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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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Schroders: Latest Multi-Asset investment views
The risk/reward profile for equities is becoming less compelling, while we have concerns around inflation risks. Find out more in Schroders latest…
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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 sale today at a…
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