Short read
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Why are ESG Funds under consultation by the FCA?
The FCA is currently in consultation to set sustainable investment reporting standards for funds that can be understood and relied upon by…
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Cazenove Capital sets out a comprehensive climate strategy in its pioneering Climate Transition Action Plan
Cazenove Capital, the leading wealth management arm of Schroders, published its Climate Transition Action Plan today. We are one of the first UK wealth…
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Atom bank reduces fixed mortgage rates by up to 0.20%
● Reductions of up to 0.20% between 60-95% LTV across Prime and Near Prime products ● 6th Prime rate reduction made since August 2023 as…
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Half of retirees caught in “retirement blind spot”
A concerning number of people could be caught in the “retirement blind spot”, with many entering later life without conducting any review…
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Rosemount Financial Solutions renews FINPLAN contract
Rosemount Financial Solutions (IFA), one of the largest independent mortgage and financial planning networks in the UK, has announced signing a contract…
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Number claiming carer’s credits to boost state pension soars 84% compared to same period last year
A Freedom of Information request by Quilter, the financial adviser and wealth manager, reveals that up to September 2023 7,176 people have…
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Understanding the rise in bond yields: implications and opportunities for investors
By Tiffany Wilding, Mike Cudzil The spike in bond yields presents an opportunity for fixed income investors to earn capital gains and…
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Personal Guarantee Risk Heightens for Landlords as 74% of Buy To Let Mortgages Taken in Limited Company Structure
Personal Guarantee Risk Heightens for Landlords as 74% of Buy To Let Mortgages Taken in Limited Company Structure November 2023: As the…
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Podcast #63: Avoiding costly mistakes when choosing a wealth management partner – with Third Financial’s Ian Partington
The use of platforms-and technology more broadly-have been transformative for the financial advice and wealth management professions in recent years. But, for…
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Cooper Parry Wealth Teams Up With Chamberlyns
Cooper Parry Wealth (CPW) has welcomed financial planning firm, Chamberlyns, to its team in latest deal. The move takes CPW to over…
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