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5 days ago | 
moneymarketing.co.uk | Andy Bell |Momodou Musa Touray |Tom Browne
Chancellor Rachel Reeves has pledged to address the UK’s cash savings obsession, boosting the culture of retail investing in the process. Few can doubt this is the right objective. How we accomplish it is another question. I’ve long campaigned for simplification of the ISA system as a means of transforming attitudes to ISA investing, reducing complexity in the system and trusting individuals to determine what to do with their own money.
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2 months ago | 
moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |Andy Bell
Wealthtime chief financial officer James Slade has left the firm after four years in the role. Money Marketing understands that Slade parted ways with the business a few days ago. He joined the private equity-backed platform business in 2021 from Brightside Group, another Anacap investment. Prior to his time at Brightside, Slade was head of finance at Friends Life Group, having previously spent 10 years at Deloitte where he trained as a chartered accountant.
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2 months ago | 
moneymarketing.co.uk | Andy Bell |Scott Spencer |Steven D. Levin |Darius McQuaid
I’m writing this Isa article to distract myself from the looming drama of the Grand National. This year marks a milestone – our first ever runner in the big race. And while the nerves are mostly about ensuring he gets around safely, I’ll admit there’s the occasional daydream about a fairytale ending. Still, deep down, I know how this will end: with hope turning to disappointment.
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Feb 25, 2025 | 
moneymarketing.co.uk | Tom Browne |Andy Bell |Kimberley Dondo
A new financial education website designed to help bridge the UK’s growing ‘advice gap’ is set to launch today (February 25). Fincate, created by Rob Lewis, managing director and founder of an award-winning financial planning business, aims to provide accessible and affordable financial education. The platform combines videos, bitesize content, workshops, quizzes and downloadable resources as part of a low-cost monthly subscription.
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Feb 19, 2025 | 
moneymarketing.co.uk | Kimberley Dondo |Yasmina Siadatan |Andy Bell |Momodou Musa Touray
View more on these topicsAdvisers Podcast In this episode of In Conversation With…, host Kimberley Dondo is joined by Andy O’Regan, Chief Client Strategy Officer at TPT Retirement Solutions, to break down Collective Defined Contribution (CDC) pensions. They explore how CDCs compare to traditional schemes, their advantages and challenges, and what advisers need to know about the evolving regulatory landscape. Could CDCs reshape the future of retirement planning?
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Feb 11, 2025 | 
moneymarketing.co.uk | Andy Bell |Darius McQuaid |Kimberley Dondo |Billy Burrows
After a rocky first six months in charge of the nation’s finances, chancellor Rachel Reeves is in political ‘reset’ mode, with a clear focus on shifting the conversation away from ‘difficult decisions’ and towards the central challenge facing the UK – delivering sustained economic growth. The first stage of that reset took aim at the role of various regulators, including the Financial Conduct Authority, in both lubricating capital flows and removing barriers to growth.
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Dec 23, 2024 | 
moneymarketing.co.uk | Andy Bell
As Old Saint Nick prepares for another miraculous tour of the globe with his trusty reindeer this Christmas, the white-bearded gift courier will have to make his usual annual assessment of who has been ‘naughty’ and who has been ‘nice’. Given the scale of that challenge, Santa Claus has asked me to step in and give a similar verdict on political and regulatory happenings in 2024.
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Nov 7, 2024 | 
moneymarketing.co.uk | Dan Cooper |Andy Bell |Kimberley Dondo |Alistair McQueen
Experts from across the financial service sector have been giving their reaction after the Bank of England cut rates by a quarter of a percentage point to 4.75%. The Bank’s monetary policy committee (MPC) voted 8:1 in favour of the cut at lunchtime today (7 November), with one member voting for a hold. It is the second time this year the MPC has opted to slash rates.
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Nov 5, 2024 | 
moneymarketing.co.uk | Ros Altmann |Ihab El-Saie |Claire Trott |Andy Bell
It has been a momentous few weeks for investment trusts. At last, the Financial Conduct Authority and Treasury have officially confirmed there are serious errors in published investor cost information for UK-listed investment companies and that these misleading practices must end. Past flawed cost-disclosure rules created sector-wide selling.
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Oct 30, 2024 | 
moneymarketing.co.uk | Alistair McQueen |Momodou Musa Touray |Andy Bell
Chancellor Rachel Reeves left the Lifetime Isa untouched during her Autumn Budget speech today (30 October). Calls were made ahead of the Budget for her to reduce the early withdrawal charge on the Lifetime Isa (Lisa) from 25% to 20%. Some commentators have also argued that the Lisa limit should be raised to £600,000. The 25% early withdrawal charge currently imposed effectively acts as a 6.25% exit penalty. AJ Bell director of public policy Tom Selby slammed the charge as “deeply unfair”.
