PIMFA: Reform must protect consumers and enable innovation
Financial services are a key engine of UK growth, contributing £223.6bn to the economy last year. If the sector is to deliver on its potential, it must have a rulebook that is proportionate, supportive...
View ArticleQuilter warns against ‘one-size-fits-all’ retirement propositions
Quilter Cheviot has warned advisers against adopting standardised retirement propositions, arguing that clients need tailored decumulation strategies rather than packaged solutions. Speaking at a press...
View ArticleAt the Helm: Improving your firm’s visibility in AI searches
The first thing many people do when they need a product or a service such as financial advice is to search for it online. Even if the owners of advice firms are not experts in ‘search engine...
View ArticleFCA calls for disclaimers on AI-generated financial advice
The Financial Conduct Authority (FCA) has called on AI platforms including ChatGPT, Gemini and Claude to introduce clearer disclaimers about financial advice generated by their models. The regulator...
View ArticleThe Morning Briefing: Beagle Street launches enhanced critical-illness cover...
Good morning and welcome to your Morning Briefing for Monday 19 October 2026. To get this in your inbox every morning click here. Beagle Street launches enhanced critical-illness cover for advisers...
View ArticleQuilter Cheviot marks 25 years of MPS with two new offerings
Quilter Cheviot is launching a short-term liquidity portfolio and expanding its index-tracking managed portfolio service (MPS) range to mark 25 years since entering the market. The Liquidity MPS,...
View ArticleBeagle Street launches enhanced critical-illness cover for advisers
Beagle Street has launched Critical Illness Plus, expanding its intermediary protection range just four months after entering the adviser market. The OneFamily Group-owned provider said the new product...
View ArticleAlicja Kowalewska-Montfort: From green claims to green revenues
For much of the past decade, sustainable investing has been driven by commitments. Net zero targets, transition plans and ESG frameworks have all played an important role in directing capital towards...
View ArticleWeekend Essay: Some thoughts on ‘mental load’
One of the joys, or potential drawbacks, of being in your late 40s is that you are neither across, nor expected to be across, all the latest fads, fashions and terminology. This can be both a blessing...
View ArticleThe Week in Brief – 12 Oct to 16 Oct
Money Marketing’s must-reads: Top 10 stories of the week High-profile courtroom admissions and major adviser technology acquisitions dominate discussions across the financial advice sector this week....
View ArticleThe Morning Briefing: AI and finfluencers fuel surge in consumer scam risk as...
Good morning and welcome to your Morning Briefing for Friday 16 October 2026. To get this in your inbox every morning click here. AI and finfluencers fuel surge in consumer scam risk as fraud hits...
View ArticleAI and finfluencers fuel surge in consumer scam risk as fraud hits record...
A dangerous combination of artificial intelligence, social media finfluencers, and misplaced consumer trust in unregulated technology is exposing savers to a fresh wave of sophisticated financial...
View ArticleTrevor Greetham: The remarkable resilience of global markets
Elevated uncertainty and upward inflation pressures have been a recurring feature of the global macro backdrop since the pandemic. Four years after the Russian invasion of Ukraine, the global economy...
View ArticleSelf-employed workers risk losing £70,000 in retirement savings
Self-employed workers earning £25,000 a year risk losing around £70,000 in retirement savings if they spend 30 years outside the workplace pension system, according to research from PensionBee....
View ArticleMark Polson: If a picture could paint 100,000 words
When it comes to the subject of AI, it’s obviously tremendously interesting to see how it can change the business life of planning firms. More interesting still, though, is what kind of experience the...
View ArticleSPA would hit 71 by 2050 without triple-lock reform, says pensions minister
Opponents of triple-lock reform would have to either raise the state pension age to 71 or opt for means testing to match the projected £50bn in savings for 2050, pensions minster Torsten Bell has...
View ArticleWealthy investors sell assets ahead of feared CGT rise
More than a third of wealthy investors have either sold investments or plan to do so ahead of the Budget amid concerns that capital gains tax (CGT) rates could rise, according to research from Wealth...
View ArticleVitality expands Boots partnership to offer GP services on the high street
Vitality has announced a series of enhancements to its health insurance plans, including an expanded partnership with Boots to provide GP consultations and other healthcare services on the high street....
View ArticleVitalityLife launches ‘first-of-its-kind’ dynamic underwriting benefit
VitalityLife has today (15 October) launched a new dynamic underwriting benefit, which the insurer has described as the "first of its kind". The benefit has been designed to recognise that a person’s...
View ArticleJupiter’s CCLA business hit by further £500m withdrawals
Jupiter Fund Management's CCLA business suffered £500m in net outflows during the third quarter of 2026, despite a return to positive client flows across the wider group. In a trading update for the...
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