Short read
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Nearly 1 million fewer adults chose cash ISAs on the cusp of the most aggressive rate hiking cycle in decades – Bestinvest’s Jason Hollands comments
Today saw HMRC publish its Annual Savings Statistics, revealing data on the take-up of Individual Savings Accounts, Junior ISAs and Child Trust…
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Three Consumer Duty blind spots advisers must watch out for
Written by John Higginbottom, Head of Regulatory Propositions at Bankhall Consumer Duty has changed the game for financial advisers. More than ever,…
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Is this as good as it gets for platforms?
According to new research from the lang cat which was released recently, advised platform net sales came in at £5.15bn for Q1…
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BoE interest rate predictions from Steve Matthews, Canada Life Asset Management
Steve Matthews, Liquidity Fund Manager at Canada Life Asset Management expects the Bank of England (BoE) to raise its Base Rate by 25bps to…
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“Pension policy risks being stuck in a previous era” – Steve Webb to DWP Select Committee today
Giving evidence to the Work and Pensions Select Committee this morning, LCP Partner Steve Webb told MPs that pension policy was at…
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Chancellor may resist calls for IHT reform as tax take on course to hit new highs – Quilter
Following the latest HMRC tax and national insurance receipts, Rachael Griffin, tax and financial planning expert at Quilter has commented. She said:“Amidst calls for…
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Perspective announces four further acquisitions and achieves carbon neutral status
Perspective Financial Group Ltd has announce that it has completed four further acquisitions, meaning the Group made 12 acquisitions in the first…
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Property investment, allowances and EOW dominate adviser queries in the first half of 2023
Curtis Banks has revealed that property investment, the annual allowance and how to structure expressions of wishes dominated the queries received by…
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Dynamic Planner partners with M&G Wealth to help advice firms ahead of Consumer Duty implementation
Dynamic Planner, the UK’s leading risk based financial planning system, has partnered with M&G Wealth to launch bulk valuation integration. The partnership…
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MorganAsh and Investor in Customers partner to provide Consumer Duty reports
MorganAsh and Investor in Customers have partnered to provide firms with reports to meet the needs of Consumer Duty. Investor in Customers…
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