Short read
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Fundscape Platform Data Q1/24 – Light at the end of the tunnel?
Platform assets rose by £89.4bn in the first quarter of 2024, a rise of 9.4%, but not all of it was market…
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Morning Markets – Public sector finances put Tories and Labour in a bind as election looms
Lindsay James, investment strategist at Quilter Investors comments on the latest financial market news, including UK public sector finances: “After the IMF pointed…
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HSBC Onshore Investment Bond now available to UK companies
HSBC Life (UK) Limited is offering UK companies the opportunity to invest in its HSBC Onshore Investment Bond which was previously only…
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Building societies rank highest for customer satisfaction but are failing to convert customers
Building Societies are failing to convert high customer satisfaction rates into expanding their customer base, and risk losing market share within the…
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Inflation down but still shy of Bank’s target and public sector borrowing overshoots OBR forecasts as National Insurance cuts wash through
Danni Hewson, head of financial analysis at AJ Bell, comments on the latest inflation and public sector finance figures: “Just like that expectation of a June rate…
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Nucleus receives regulatory approval for the acquisition of Third Financial
Nucleus Financial Platforms (Nucleus), one of the UK’s largest adviser platform groups with £89 billion of assets under administration (AUA) from 235,000…
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Landowners risk handing over millions to unprepared heirs as great wealth transfer looms / Saffery and Historic Houses research
Saffery, the top 15 accounting and advisory firm, and Historic Houses have revealed the findings, published today in collaboration with Country Life,…
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Research reveals one in four divorced people admit to hiding wealth and assets from their partner – Investec Wealth & Investment study
A survey of people who divorced in the past 10 years reveals one in four admit to not telling their ex-partner about…
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Atom bank unveils Near Prime criteria improvements to help more borrowers
Atom bank, the UK’s first app-based bank, has announced a series of significant improvements to its New Prime criteria to deliver greater…
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NI&P Podcast #4: What do protection policies mean for your clients? With Beagle Street’s Ryan Griffin
In this week’s New Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection…
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