David Davis
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Study finds insurers expect improved investment opportunities but are concerned about rising risk levels
Insurers are expecting more attractive investment opportunities across the board this year compared to last year but are concerned that risk levels…
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Wealth DFM Talk Podcast #3 – Rethinking UK Equities and the benefits of yield with Franklin Templeton’s Jo Rands
In this month’s episode of Wealth DFM Talk, Sue and Matt are joined by Jo Rands, Portfolio Manager with the Franklin Templeton UK Equity team,…
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BoE MPC meeting comments – 4% may represent the neutral case for rates in the near term
The Bank of England is expected to hold interest rates steady at its September meeting, with inflation pressures, labour market strains and…
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Scottish Widows extends Origo’s Unipass Letter of Authority across its business
Scottish Widows has partnered with Origo to enhance its letter of authority process for advisers across its business, which will cut turnaround…
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Here we go again – pre-budget insights from IFGL Pensions’ Steve Berridge
As speculation swirls ahead of the November Budget, with pensions once again appearing to be in the Chancellor’s crosshairs, thoughts by IFGL…
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PFS Autumn Roadshow explores AI in wealth management
The Personal Finance Society (PFS) 2025 Autumn Roadshow began with its first event in Surrey on Thursday, the first of a series…
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Foundation Home Loans shifts buy to let criteria to accept Housing Association and Local Authority lettings
Foundation Home Loans, the intermediary-only specialist lender, has today (15th September 2025) announced an expansion of its buy to let criteria, confirming it will…
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AFH announces two key appointments to drive launch of new Partnership proposition as it enters next stage of strategic growth
Leading UK financial advice firm, AFH Wealth Management, has made two new senior appointments to support the next phase of its ambitious…
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How long does it really take to save for a house deposit in the UK?
New industry data has revealed that the number of low-deposit mortgages available have risen to their highest level since the financial crisis…
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Estate planning should be a family-wide conversation: are unused pensions the catalyst many needed to start the process?
Written by Caroline Foulger, Partner at Hunters Law LLP Inheritance Tax has never been straightforward, yet many refer to it as a…
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Only four in 10 working ‘Boomers’ feel prepared for retirement
Fewer than half of workers aged 60+ feel prepared for retirement, raising concerns about the adequacy of support for people preparing for…
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Sabbaticals on the rise: Gen X signals a shift in work-life priorities
UK workers are increasingly drawn to the idea of taking a sabbatical, with Gen X leading the demand. While health and wellbeing…
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Advisers are helping to make the most of IHT allowances
Written by Dave Harris, CEO at later life lender, more2life Inheritance Tax (IHT) is complicated. It’s not necessarily the tax itself, but…
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Barclays: UK’s investment gap swells to over £610 billion
New data and analysis from Barclays reveals that the UK’s investment gap grew by over 30 per cent between 2022 and 2024, with approximately…
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Puma Investments launches new fundraise for Puma AIM VCT
Puma Investments, the Investment Manager, announces the launch of a new fundraise for Puma AIM VCT (AIM: PAIM). The fundraise follows the…
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Rental market cools as Zoopla records slowest annual rent increase in four years
The latest Rental Market Report from Zoopla, one of the UK’s leading property websites, reveals that rental market conditions are the weakest they…
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Autumn bill shock: Up to 374,000 households will see energy costs go up if they don’t take action
Household energy bills are set to rise by £90 million by the end of October as 41 fixed deals come to an…
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British household energy debt has tripled in a decade as cost of living pressures push families into arrears on priority bills
The number of customers falling behind on their electricity bills with no repayment plan in place has more than tripled from 300,000…
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IFA duo take on 240km charity cycle challenge
Andrew Horne and Chris Miles, Independent Financial Advisers at national financial advice firm Continuum, are taking on a 240km cycling challenge to…
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New report finds that financial education is insufficient in schools and colleges across the UK
A new report from the All-Party Parliamentary Group (APPG) on Financial Education for Young People has found that no UK nation provides sufficient…
