Long read
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BNY Mellon Investment Management Launches Five Multi-Asset Funds Seeking to Help UK Investors Achieve Retirement Goals
BNY Mellon Investment Management, one of the world’s largest asset managers with $1.8 trillion in assets under management, today announced the launch…
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Virgin launches 5-year fixed rate at 3.95% – reaction
Virgin, from today, has gone sub-4% on 5-year fixes, at 3.95%. Importantly, it is also offering a 3.99% 5-year fix for purchases.…
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What to consider when selling your IFA business – ValidPath
Angus MacNee (pictured), CEO of ValidPath, outlines a five step plan for success For most IFA business owners, retiring from or selling…
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HSBC launches 3.99% five-year mortgage rate – reaction
HSBC has launched a 3.99% five-year (re)mortgage rate. Free PR platform, Newspage, sought the views of brokers around the UK. Imran Hussain,…
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FTSE 100 record high review: contrast of Fed raising interest rates, hawkish central banks and S&P 500 firings, Mazars reacts
Following Friday’s FTSE 100 all-time high, George Lagarias, Chief Economist at Mazars looks at how the wider economic performance is somewhat in…
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Proposals to scrap pension 25% tax-free lump sum and levy IHT on pots could undermine retirement plans
The Institute for Fiscal Studies today released a number of proposals for the reform of pensions taxation, including scrapping the 25% tax-free lump…
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How social media can support firms’ Consumer Duty data strategies – Jamie Botha
Written by DataEQ’s Jamie Botha The Financial Conduct Authority (FCA) recently published a review of firms’ progress in implementing the Consumer Duty…
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M&A deals for IFA firms up 11% in past year – record high of 440 acquisitions
The number of M&A deals targeting UK financial advisers and wealth managers has risen 11% from 398 to a record high of…
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8 simple ways to spot a broadband scam call, according to experts (+ how to prevent them)
According to the ICO, broadband scams rank as the most common scam type, with 1,730 broadband-related nuisance calls between December 2021 and May…
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Study finds retail investors plan to switch investments into funds with a strong carbon neutral footprint
Some 28% of UK retail investors believe over the next five years, they will increasingly switch money from funds where they are…
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