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FCA Consumer Duty review flags vulnerability gap firms aren’t closing: Oxford Risk’s Greg B. Davies comments
The FCA published a review this morning on how firms are designing, monitoring and distributing products under Consumer…
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46% jump in extra tax collected from Capital Gains Tax investigations as HMRC targets IHT planning
Extra tax collected by HMRC from capital gains tax investigations jumped 46% in the last year to £266m…
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CISI reveals agenda for UK Financial Planning Conference 2026, featuring leading voices in AI, behavioural science and financial planning
Following a tremendous response from the financial planning community the Chartered Institute for Securities & Investment (CISI) returns…
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capital.com: Markets brace for a critical week
Daniela Sabin Hathorn, Senior Market Analyst at capital.com shares her insights on markets, with further tensions expected. Markets…
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Preparing your financial planning business for an AI-enabled future
As artificial intelligence continues to reshape the financial services landscape, many firms are asking what the future of…
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Stocks retreat on oil, Iran to start a packed week
Joe Mazzola, head trading and derivatives strategist at Charles Schwab, tracks a cautious start to the week as…
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First Wealth launches Measure Wealth by Wellbeing guide
First Wealth, the B Corp-certified financial planning firm, has published Measure Wealth by Wellbeing, a guide to its…
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Anum Mahmood promoted to National Sales Director at Afin Bank
Anum Mahmood has been promoted to National Sales Director at specialist lender Afin Bank. She originally joined Afin…
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Gens Z and Alpha can realistically build £1 million pension pots through auto-enrolment – but here’s why that still might not be enough
Making the minimum contributions to a pension through auto-enrolment could build a £1 million pension pot over an…
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The Bank of Mum & Dad keeps paying out, even after the ‘kids’ hit 40
Three in ten (30%) UK adults wouldn’t feel wealthy if it wasn’t for the financial support of parents…
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