Weekend 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...
View ArticleThe Morning Briefing: Oakglen Wealth enters financial planning market; GDP...
Good morning and welcome to your Morning Briefing for Thursday 15 October 2026. To get this in your inbox every morning click here. Oakglen Wealth enters financial planning market Oakglen is set to...
View ArticleOakglen Wealth enters financial planning market with Aurea deal
Oakglen is set to expand its UK offering beyond wealth management to include financial planning services after receiving regulatory approval for its acquisition of Aurea. The deal comes as Oakglen...
View ArticleUK economy grows by 0.1% but interest rate rise fears mount
The UK economy grew by just 0.1% in August, but stronger growth over the past three months has raised concerns that the Bank of England could increase interest rates. Figures published today (15...
View ArticleCatherine Trimble: The most dangerous business continuity strategy
When the social reformer and former prime minister David Lloyd George said “the most dangerous strategy is to jump a chasm in two leaps”, he was warning us against using half measures. The protection...
View ArticleFour in five fund managers fear cash holdings are costing them returns
More than four in five fund managers believe they are missing out on potential income from their cash holdings, despite holding an average of £705m in cash and reviewing allocations almost every week....
View ArticleDebbie Mitchell appointed as next CII president
Debbie Mitchell has been appointed president of the Chartered Insurance Institute (CII) for 2027, supported by Mandy Hunt as deputy president. These appointments were formally confirmed this afternoon...
View ArticleRaymond James hires Quilter Cheviot marketing chief
Raymond James has appointed Spiros Kurtidis as head of marketing for its unified UK business. Kurtidis will join the firm on 19 October, reporting to chief commercial officer Anna Pollins. He will...
View ArticleWealth management M&A deals triple in six years as PE dominates
Wealth management M&A transactions have tripled in volume over just six years, with private equity-backed buyers now accounting for nearly three-quarters of deals. The findings were revealed in...
View Article
