Long read
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What IFAs Need to Know About the Enterprise Investment Scheme
The Enterprise Investment Scheme (EIS) celebrated its 30th anniversary last year, having facilitated over £34 billion in private investment across more than…
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The Psychology of Retirement: Scottish Widows’ Susan Hope explores how advisers can help clients make the switch to decumulation
Retirement isn’t just a financial shift – it’s a psychological one. Susan Hope (pictured), Business Development Director at Scottish Widows, explores how…
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Awful April: inflation spikes to 3.5% as industry experts reassess outlook on rates and client sentiment
UK inflation has surged to its highest level since early 2024, with CPI rising to 3.5% in the year to April 2025,…
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Inflation spike rattles mortgage market: can rates hold in June? Reaction
Property and mortgage lending professionals have shared their reaction as inflation climbs to 3.5% The surprise uptick in UK inflation to 3.5%…
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Cutting through the complexity of protection products
In a crowded and often complex protection market, advisers are dealing with an overwhelming number of product features and options. Jack Southcott,…
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Is the UK-EU trade deal a catalyst for a small cap revival? FundCalibre’s Darius McDermott sees potential
It’s certainly been a challenging year for UK domestic politics, but today’s trade deal with the European Union offers some solace and…
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Rightmove HPI: House prices reach new record despite more subdued late Spring market – experts’ views
New figures from Rightmove released today reveal that average asking prices have hit a record high of £379,517 this month, rising by…
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FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction
The Financial Conduct Authority (FCA) this morning released its latest Financial Lives survey, laying bare the growing concerns over financial resilience and…
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Pridham Report: 54% of fund groups report net sales growth in Q1
More than half (54 percent) of U.K. fund groups reported net sales growth in Q1, according to the latest Pridham Report. Net…
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DWP admits increase in error rates on state pensions – ‘astonishing’ says Steve Webb, LCP
New figures published today show that six in every hundred state pension claims was being underpaid by the Department for Work and…

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