Short read
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FOI data shows just 2% of estates use this IHT mitigation rule but its use set to skyrocket
New freedom of information data from HM Revenue and Customs (HMRC), collected by Quilter, the wealth manager and financial adviser, reveals that…
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Financial Ombudsman Service received over 140,000 complaints in the second half of 2024
Data published by the Financial Ombudsman Service today shows how many complaints the independent, dispute resolution service received about financial businesses in…
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TISA launches future leaders programme to empower financial services professionals as part of strategic priorities for 2025/26
The Investing and Saving Alliance (TISA) has officially launched its new Future Leaders Programme (FLP) aimed at empowering financial services professionals across…
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Monmouthshire Building Society partners with MQube to deliver faster mortgages
Monmouthshire Building Society today announces a new partnership with MQube, a mortgage technology provider. The Society will adopt MQube’s AI-powered mortgage origination…
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Evelyn Partners appoints Sean Hagerty as an independent non-executive director
The Board of Evelyn Partners, the UK wealth manager, is pleased to announcement the appointment of Sean Hagerty as an independent Non-Executive…
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VouchedFor launches ‘explainer’ series to grow consumer understanding
VouchedFor has launched a ‘financial explainer’ series for advisers to use with consumers, covering a range of topics on which they might…
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Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice
Amundi, Europe’s leading asset manager, has published a survey assessing how digitally engaged retail investors are: from holding investments on digital platforms…
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Scottish Friendly announces another year of strong performance, with over £50m sales
Scottish Friendly, the Glasgow-based mutual, proudly announces overall sales of £50.6m APE[2], marking the second-highest sales in its 163-year history. This achievement…
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Investec provides new client Westbook Partners with £16.7 million loan for UK multi-let industrial acquisitions
Investec Bank plc (“Investec”), a leading international financial services provider, announces that its Real Estate team has provided Westbrook Partners, the real estate…
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Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar (pictured) says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game…
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