PFS launches course on Sustainability Disclosure Requirements and Anti-Greenwashing
The Personal Finance Society (PFS) has launched a new course designed to help financial advisers adapt to social and regulatory expectations around sustainable investment. The course is aligned with the Financial Conduct Authority’s (FCA) recently issued...
Central bank action is still driving bond markets: Candriam
Written by Philippe Noyard, Global Head of Fixed Income, Candriam March was a clement month for investors, with most asset classes delivering a positive performance. Equities were broadly positive and spreads in most risky fixed income asset classes tightened even...
New research with financial advisers and professional investors shows turbulent economic factors and ESG are driving increasing allocations to real estate
New research with 200 UK wealth managers, financial advisers, and investment professionals with clients with over £200,000 of investible assets conducted by TIME Investments, which specialises in asset-backed income-producing funds, highlights the expected increase in...
Inheritance tax receipts hit new record of £7.5bn for 2023/24 tax year
HM Revenue & Customs data today revealed that a record amount of £7.5billion in Inheritance Tax was paid to the Treasury in the 2023/24 tax year. Total receipts for April 2023 to March 2024 were £0.4billion greater than the all-time high of £7.1billion in...
Fixed Income in the News
Central bank action is still driving bond markets: Candriam
Written by Philippe Noyard, Global Head of Fixed Income, Candriam March was a clement month for investors, with most asset classes delivering a positive performance. Equities were broadly positive and spreads in most risky fixed income asset classes tightened even...
The role of Fixed Income in supporting efficient MPS diversification
Join us for our next live webinar where we’ll be looking into Fixed Income investments along with our expert panellists from Legal & General Investment Management (LGIM). In particular, we’ll be looking at how Fixed Income can be used as an efficient and effective...
Europe’s Economy Facing Short- and Long-Term Headwinds
By Nicola Mai, Economist & Sovereign Credit Analyst, and Peder Beck-Friis, Economist, at PIMCO Despite its cyclical and secular challenges, we believe Europe is a good diversifier for duration in global portfolios. Despite some signs of improvement in recent...
More Latest News
The role of Fixed Income in supporting efficient MPS diversification
Join us for our next live webinar where we’ll be looking into Fixed Income investments along with our expert panellists from Legal &...
Take action now on your Consumer Duty board report warns B-Compliant
Financial compliance specialists, B-Complaint, are urging firms to start preparing for the inaugural Consumer Duty board report, due in...
Europe’s Economy Facing Short- and Long-Term Headwinds
By Nicola Mai, Economist & Sovereign Credit Analyst, and Peder Beck-Friis, Economist, at PIMCO Despite its cyclical and secular...
Opportunities for stocks killing off harmful microplastics: we can make a difference explains WHEB AM’s Seb Beloe
As we celebrate World Earth Day today and its poignant theme of 'Planet vs. Plastics', Seb Beloe, partner and head of research at WHEB...
Aegon : Latest Retirement Income Data shows criticality of Advice Guidance Boundary Review to ‘at retirement’ clients
Steven Cameron, Pensions Director at Aegon comments following the latest FCA Retirement Income Market Data. He said: “The latest FCA...
Dudley Building Society reduces mortgage rates by up to 0.35%
Dudley Building Society has reduced rates on a selection of its fixed and discounted rate Expat and Self-Build mortgages. Two-year fixed...
Investor stewardship key to fight against PFAS and micropollutants says WHEB AM’s Monteiro
As we celebrate World Earth Day today and its theme of 'Planet vs. Plastics', Rachael Monteiro, Stewardship and Climate analyst, shares...
CFA Institute research: challenges of climate-related data in the investment process
As we celebrate World Earth Day today, it reminds us that obtaining comprehensive, reliable, and comparable climate-related data is...
Legal & General Ignite: Market activity robust in March but buyers’ needs remain complex
The latest data from Legal & General Ignite, the free mortgage research and sourcing platform, shows that UK mortgage market activity...
How climate tech is helping to fight the climate crisis: One Planet Capital’s Matt Jellicoe
Today, Monday, 22nd April, is World Earth day. It's a great moment in time to reflect on the stage of climate change and the industry...
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IFA Magazine
IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...
GBI Magazine
GBI 44 | Opportunity and risk | April 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we bring you yet another magazine full of exclusive content and valuable insights from industry experts. We kick things off with the second part of our...
Latest Reports
Fixed Income Investments 2024: latest Annual Report is available NOW
We are delighted to announce that our inaugural report into Fixed Income investments is now available to readers. Researched and written by leading Compliance Consultant Tony Catt, this digital report focuses on global fixed income markets in 2024, bringing expert...
Trending articles
UK inflation down to 3.2% – but what does it mean for interest rates? Analysis from across the industry
This morning, the Office for National Statistics has reported the latest UK CPI inflation data, showing that prices rose by 3.2% during the...
Amendment to Leasehold and Freehold Reform Bill to ‘water down’ ground rents proposals
Significant potential changes to the Leasehold and Freehold Reform Bill were reported over the weekend, which will effectively ‘water down’...
I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London
Insurance and Protection, Podcasts
This week we will be taking a look at a much under-advised protection product, Family Income Benefit (FIB). Protection planning, can at time...
Defaqto reveals top 10 recommended MPS investments in Q1 2024
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platf...
Twenty7tec unveils FINPLAN wealth solution for financial advice businesses
Leading advice tech business Twenty7tec has announced the launch of FINPLAN Wealth today, a sophisticated web-based practice management and...
Atom bank launches Near Prime products and reduces rates on
Atom bank, the UK’s first app-based bank, has announced it is reducing the interest rates on its Near Prime range, as it continues to offer...
“Magnetic Pensions” – a better solution to small pension pots – LCP
Automatic enrolment into workplace pensions, introduced in 2012, has been a big success, bringing more than 10 million people into pension s...
Is ESG investing dead? No, this is ‘just the beginning’ says SimplyBiz’ Wiesner
Is ESG investing dead? No, this is ‘just the beginning’ says SimplyBiz’ Wiesner Today, as we celebrate World Earth Day, Fabian Wiesner, Head...
Dudley Building Society reduces mortgage rates by up to 0.35%
Dudley Building Society has reduced rates on a selection of its fixed and discounted rate Expat and Self-Build mortgages. Two-year fixed ex...
Scottish Friendly extends JISA guarantee to help parents invest for children’s future
- JISA guarantee extended to maturity of policy as the financial mutual wants to help more UK families invest - Additional benefit of up to...