Kimberley Dondo

1 week ago | moneymarketing.co.uk | Darius McQuaid |Kimberley Dondo

Good morning and welcome to your Morning Briefing for Thursday 17 April 2025. To get this in your inbox every morning click here. FCA likely to ramp up ongoing advice work if firms fail to actThe Financial Conduct Authority may use regulatory tools such as sanctions and voluntary requirements if firms fail to adequately take steps to ensure they can justify their ongoing fees, Isio strategic adviser Ritchie Thomson has warned.

1 week ago | mortgagestrategy.co.uk | Roger Baird |Kimberley Dondo

Shawbrook has combined the sales operations of its Bluestone Mortgages and The Mortgage Lender brands. The move will see combined regional business development teams supporting brokers through face-to-face, virtual and telephone operations. It adds that key account managers will also “provide joined-up or dedicated brand support depending on individual account needs”.

1 week ago | moneymarketing.co.uk | Dan Cooper |Kimberley Dondo

Good morning and welcome to your Morning Briefing for Wednesday 16 April 2025. To get this in your inbox every morning click here. Inflation hits the brakesCPI inflation fell to 2.6% in March – down from 2.8% in February and 3% in January, in line with market expectations. On a monthly basis it was 0.3%, compared with 0.6% a year earlier.

1 week ago | moneymarketing.co.uk | Kimberley Dondo |Richard Parkin |Steve Webb

In this episode of In Conversation With…, host Kimberley Dondo is joined by Andrew Tully, Technical Services Director at Nucleus Financial, to unpack the proposed changes to Inheritance Tax (IHT) and their far-reaching implications. From navigating potential reforms to identifying key client groups and avoiding common planning pitfalls, Andrew shares expert insights and actionable strategies for advisers preparing for what’s ahead in 2025.

1 week ago | moneymarketing.co.uk | Kimberley Dondo |Roderic Rennison

The Financial Conduct Authority is “failing to harness” innovation such as artificial intelligence to help close the advice gap, EV managing director Chet Velani has warned. He argued that targeted support may provide a “step up” from the current support consumers get from guidance solutions. However, there seems to be a “lack of urgency” in the regulator’s vision on the use of technology, which Velani believes these could provide a more personalised recommendation at scale.