Long read
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This might be as good as it gets? the lang cat research finds advised platform sales up on Q4 2022 but down 49% yoy
According to new research from the lang cat which was released today, advised platform net sales came in at £5.15bn for Q1…
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DWP pension transfer regulations review must fix amber flags woes
30 May marks 18 months on from the introduction of the new pension transfer regulations, meaning the Department for Work and Pensions’…
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FCA proposals to align rules for fund managers and discretionary investment managers pose material threat, says PIMFA
PIMFA, the trade association for the wealth management, investment services and financial advice sector, has raised serious concerns about the Financial Conduct…
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Market volatility expected to rise as US debt ceiling debate continues: Analysis from Invesco’s Hooper
US debt ceiling negotiations are occupying an increasing amount of investor attention as we get closer to the “X-date” — the date…
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Tax paid on inheritances more than doubles in a decade: Three ingenious tactics to reduce Inheritance Tax liability
Tax receipt data from HM Revenue & Customs due tomorrow will probably confirm the surging trend in the Treasury’s take from Inheritance…
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Latest Rightmove figures show the average asking price rose by 1.8% in May – Views from property experts
According to Rightmove, the average asking price rose by £6,647 or 1.8% month-on-month, in May – the biggest rise of the year…
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Bold Insight launches its Check UX Consumer Duty service to aid financial institutions in complying with new FCA rules
Leading user experience (“UX”) and human factors research agency, Bold Insight, has launched its Check UX: Consumer Duty service to fintech companies and financial…
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Research for Aegon highlights key changes in retirement advice market over last five years
The past five years have seen unprecedented changes from the global pandemic, the war in Ukraine, rocketing interest rates and inflation at…
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Podcast #41: Is the green agenda in mortgages set to take off? – with IMLA’s Kate Davies
We’re excited to bring you our very first IFA Talk podcast focused on the Mortgage and Property market. It’s a sector gathering…
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Bookings now open for The CISI Financial Planning Conference 2023
The CISI Financial Planning Conference 2023 takes place on Tuesday 3 October and Wednesday 4 October 2023 at Wotton House in Surrey. The…
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