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News

Mabel Insights offers advisers 'transparency of data' with partnership

Your profession

Mabel Insights offers advisers 'transparency of data' with partnership

The firm names Sarasin & Partners as its partner for its MPS site

clock 22 February 2024 • 1 min read
Clients must be encouraged to embrace the risks of investing

Your profession

Clients must be encouraged to embrace the risks of investing

Prevailing retirement planning advice ‘underscores the role of investing’

clock 21 February 2024 • 1 min read
FCA warning for duo over 'seriously flawed' DB transfer model

Pensions

FCA warning for duo over 'seriously flawed' DB transfer model

Two warning notices have been issued to unnamed individuals

clock 21 February 2024 • 1 min read
Wealth and annuities sales boost 2023 success for Canada Life

Companies

Wealth and annuities sales boost 2023 success for Canada Life

The provider posts record £1.2bn individual annuity sales

clock 21 February 2024 • 1 min read
FCA on Consumer Duty: 'There are areas where firms could do better'

Consumer Duty

FCA on Consumer Duty: 'There are areas where firms could do better'

Many fair value assessments found to not be relying on solid data

clock 21 February 2024 • 3 min read
Abrdn debuts exclusive MPS with BoE base rate aligned return aim

Investment

Abrdn debuts exclusive MPS with BoE base rate aligned return aim

‘We have spent a lot of time talking to advisers about solutions’

clock 21 February 2024 • 1 min read
IHT cut 'would rock the financial advice sector' amid busy LTA period

Tax planning

IHT cut 'would rock the financial advice sector' amid busy LTA period

Inheritance tax receipts on track for a record breaking year

clock 21 February 2024 • 1 min read
'Death tax tab' concerns soar as IHT receipts hit £6.3bn for ten months

Tax planning

'Death tax tab' concerns soar as IHT receipts hit £6.3bn for ten months

Rumours of a cut are resurfacing with two weeks to go until the budget

clock 21 February 2024 • 2 min read
Socially responsible investing index-based MPS range hits market

Investment

Socially responsible investing index-based MPS range hits market

Ebi Portfolios teams up with European asset management giant Amundi

clock 20 February 2024 • 1 min read
AI will play key role in compliance checking for small advice firms

Technology

AI will play key role in compliance checking for small advice firms

AI to help small firms present ‘more manageable interface’ with the FCA

clock 20 February 2024 • 1 min read
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