professional advisers
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Have your say: a call to mortgage and protection advisers
The Association of Mortgage Intermediaries (AMI) Protection Viewpoint is back for a sixth consecutive year and the trade association is calling on…
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Unbiased study shows advisers trapped by traditional marketing tactics and tight budgets
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphill marketing battle. The study of…
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The state pension remains a critical income source according to Quilter’s new Retirement Lifestyle Report
Groundbreaking new research, published today, reveals the real spending patterns of, and the financial pressures on, UK retirees for the first time.…
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Pension Lab’s LoA Performance Index: Providers cut delays despite 500% volume rise
Letter of Authority (LoA) response times are beginning to improve. Pension Lab’s latest LoA Performance Index (LPI) shows major providers improved their…
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SPP calls for 2.3m carers to receive ‘carer credits’ to boost pensions
In July the government revived the Pensions Commission, to address the UK’s retirement crisis that risks tomorrow’s pensioners being poorer than today’s. To…
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Almost three quarters of Brits fear loved ones couldn’t cope financially without them
New research from Tesco Insurance reveals that for many UK families the death of a loved one doesn’t just bring heartbreak, it…
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Industry experts react to HMRC’s latest IHT figures
This morning’s HMRC update reveals a notable rise in Inheritance Tax (IHT) receipts, which reached £3.1 billion during the first four months…
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Suffolk Building Society refreshes fixed rate expat mortgages
Suffolk Building Society is refreshing its 2- and 5-year fixed rate products across expat resi, expat buy to let, and expat holiday let.…
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Multi-asset funds: staying sharp in a shifting world
The multi-asset landscape has been upended by geopolitical tension, policy uncertainty, and shifting market dynamics. The old formula of simply balancing equities…
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Gravis: The Warehouse REIT auction – will we now discover its true worth?
Matthew Norris, manager of the TM Gravis UK Listed Property (PAIF) Fund, has shared his thoughts on the Warehouse REIT Auction. The…
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Monmouthshire Building Society delivers a strong and resilient performance in 2024-25 financial results
Monmouthshire Building Society has published its financial results for 2024-25. The Newport-based Society has announced a 61% increase in profits for the…
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Potential tax changes could reshape UK property market, warns legal expert
In response to reports that the Government may remove Principal Private Residence Relief for homes worth over £1.5 million in the next…
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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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Leading exams expert: 10 things every parent or guardian needs to know ahead of GCSE results day
With GCSE results out this Thursday, an education expert has told parents to “keep their own emotions in check” and focus on…
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A shifting landscape: inside the latest ONS house price data
The latest data from the Office for National Statistics (ONS) reveals a continued softening of house prices across the UK, offering a…
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Landbay launches four new free valuation products
Landbay has announced it is launching free valuation remortgage and product transfer (PT) products. The buy-to-let lender is adding four new 5-year…
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Landbay launches four new free valuation products
Landbay has announced it is launching free valuation remortgage and product transfer (PT) products. The BTL lender is adding four new 5-year…
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How financial services is evolving through feedback
Written by Jake Sandford, Head of Data and Analytics at Smart Money People July’s review data offered plenty to reflect on, not…
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The power of cover upgrades: demonstrating real benefits for existing clients
Written by Jo Penrose, Head of Proposition, at Guardian Treating existing customers fairly can sometimes feel like something companies pay lip service…
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Propertymark responds to the latest Nationwide report
As the UK continues to face mounting pressure to address housing demand, recent data showing a rise in new home construction offers…
