Latest News
Business & Development
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The strategic impact of paraplanners – moving beyond support roles
Paraplanners are now often seen as the backbone of financial advice firms, providing essential research, technical analysis, and report writing. But their…
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Close Brothers Asset Management changes name to TrinityBridge
Close Brothers Asset Management has announced its new name: TrinityBridge, following completion of the sale by Close Brothers Group. As TrinityBridge, the…
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Royal London reveals 2.3m customers to share in £181 million ProfitShare payout as part of FY24 results announcement
Royal London has this morning announced its FY24 results. Royal London is the UK’s largest mutual life, pensions and investment company, popular…
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More than two-thirds of financial planning firms confident about growth over next 12-months
Financial planning firms in the UK have a positive outlook for growth in the coming 12-months, according to the inaugural Financial Planning Growth…
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Unbiased connects UK financial advisers to £37 billion of assets in 2024
Unbiased, the UK’s leading platform for matching people with qualified financial experts, has reported a strong 2024, with financial advice enquiries worth…
Economy
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Crypto currency exchanges start to report breaches of Russian sanctions to the UK government says Pinsent Masons
Crypto-currency companies have begun self-reporting suspected breaches of sanctions against Russia to the UK Government, with three out of 50 self-reports originating…
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UK spending cuts likely while Trump whirlwind clouds investment picture, according to global fund manager survey
According to Quilter Investors’ latest Investor Trends Survey, fund groups are expecting Labour to have to implement spending cuts at the upcoming…
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#IWD25: “Let’s fix the defaults” on the gender pension gap, says Scottish Widows’ Susan Hope
As we celebrate International Women’s Day 2025 today, we will, no doubt, be inundated with marketing messages, positive quotes and promises to…
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ISAs – The three Is behind the taxman’s raid on savings
Nicholas Hyett, Investment Manager at Wealth Club, comments: “The tax burden is at the highest level in decades. No-one likes to pay…
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PIMCO shares European Central Bank preview
At Thursday’s meeting, we expect the ECB to lower the deposit facility rate by 25 basis points, to 2.5%. The new staff…
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Insurance and Protection
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LifeSearch announces its 2025 Awards shortlists
For the 22nd year, LifeSearch, the UK’s leading protection specialist, is celebrating the best in protection with the 2025 Awards shortlist, featuring…
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Free Wills Month: why will planning matters more than you think – MetLife UK
March marks Free Wills Month, an initiative that allows people aged 55+ the opportunity to write or update their will for free…
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Time-poor & bereaved: employees forced back to work before they’re ready call for more support from employers – MetLife UK
Employees are not getting enough time off work or support to properly grieve the loss of a loved one according to new…
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HSBC Life UK paid out £93 million in claims during 2024
HSBC Life (UK) Limited (“HSBC Life” (UK) paid out £93 million in life insurance and critical illness claims during 2024 with paid…
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Over £100 million paid out to LifeSearch claimants in 2024
The UK’s leading protection specialist, LifeSearch, recorded 1,418 individual, family and employer paid claims in 2024, with insurers paying out a total of £105,070,803…
Mortgage & Property
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Moneyfacts UK: Mortgage shelf-life drops and lenders slash rates
Moneyfacts UK Mortgage Trends Treasury Report data reveals the average shelf-life of a mortgage has dropped to 16 days, down from 36…
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FCA sets out steps to support home ownership
The Financial Conduct Authority (FCA) has set out steps it will take to improve access to mortgages. The FCA is reminding lenders…
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Halifax HPI for Feb shows average UK house price holding steady
Halifax has released it’s latest monthly update on the UK property market today showing that House prices dipped by -0.1% in February…
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Greatest choice of low deposit mortgages since 2020 | M&PI 15 | March 2025
First-time buyer market rebounds We would like to give you a very warm welcome to the March edition of Mortgage & Property…
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Twenty7tec: February 2025 mortgage market activity
Twenty7tec, the leading adviser tech provider, has announced mortgage market statistics for February 2025 as follows: In February 2025, compared to January…
Regulation & Complaince
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Understanding the FCA’s priorities: Key insights for advisers
The financial advice sector is no stranger to regulation, but the Financial Conduct Authority (FCA) has made it clear that firms must…
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FCA sets out steps to support home ownership
The Financial Conduct Authority (FCA) has set out steps it will take to improve access to mortgages. The FCA is reminding lenders…
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FCA encourages vulnerable customers to open up to financial services firms to get the right support – reaction from across the industry
Just 4-in-10 vulnerable customers say they have disclosed their needs to their financial services provider, new research released today from the Financial…
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M&G’s Sustain Paris Aligned Range to adopt ‘Sustainability Improvers’ label in the UK
M&G Investments today announces that it intends to adopt the ‘Sustainability Improvers’ label1 for M&G’s Sustain Paris Aligned fund range. The range includes…
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How BareRock is changing the Professional Indemnity Insurance game to be a bit ‘sexy’
For too long, professional indemnity (PI) insurance has remained stagnant , bound by outdated practices and rigid frameworks that fail to meet the…
