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opinion

Two years of Consumer Duty: The best of times, or the worst of times?

Consumer Duty

Two years of Consumer Duty: The best of times, or the worst of times?

‘Now that we are two years in, we can begin to look back and reflect’

clock 20 August 2025 • 6 min read
Seismic shift: Government pushes ahead with pension IHT reforms

Tax planning

Seismic shift: Government pushes ahead with pension IHT reforms

'Despite these changes, pensions remain incredibly tax-efficient tools'

clock 19 August 2025 • 3 min read
'Disappointing blow': Inheritance tax reform and how it will affect clients

Tax planning

'Disappointing blow': Inheritance tax reform and how it will affect clients

Provisions in the Finance Bill 2025/26 explained

clock 18 August 2025 • 5 min read
Viewing Consumer Duty through the vulnerability lens

Regulation

Viewing Consumer Duty through the vulnerability lens

Clients can be vulnerable in many ways

clock 14 August 2025 • 4 min read
As advisers are zigging to AI, how do you zag?

Technology

As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

clock 14 August 2025 • 4 min read
Platform innovation: Terry Huddart on Scottish Widows' trading journey

Wrap/platforms

Platform innovation: Terry Huddart on Scottish Widows' trading journey

‘Safe to say the platform has likely found its forever home, so Phil and Kirsty will be delighted’

clock 13 August 2025 • 5 min read
Look beyond MPS price and performance: Robust operational due diligence is every IFA's duty

DFM & Model Portfolios

Look beyond MPS price and performance: Robust operational due diligence is every IFA's duty

Data and technical standards designed to bring more MPS transparency and consistency

clock 12 August 2025 • 4 min read
Louis Williams: Bridging the academia-adviser gap

Your profession

Louis Williams: Bridging the academia-adviser gap

Williams presented at the International Behavioural Finance Working Group conference

clock 11 August 2025 • 4 min read
Tony Müdd: The QROPS market is dead, isn't it?

Pensions

Tony Müdd: The QROPS market is dead, isn't it?

'The tax a member pays on their QROPS income hinges on a dizzying array of factors'

clock 11 August 2025 • 11 min read
Multi asset: What is the current opportunity set for fund managers?

Multi-Asset

Multi asset: What is the current opportunity set for fund managers?

'Multi-asset solutions are increasingly rising to the top of fund groups' retail sales agendas'

clock 11 August 2025 • 4 min read
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