Articles
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5 days ago |
moneymarketing.co.uk | Tom Browne |Matt Storey |Thomas Mathar |Momodou Musa Touray
Wealth transfer has surged to the top of the agenda for financial advisers, with 92% reporting that they have discussed inheritance planning with clients in the wake of proposed changes announced in the Government’s Autumn Budget. This is one of the key findings of the latest Schroders UK Financial Adviser Pulse Survey, which gathered insights from 272 UK-based financial advisers.
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1 week ago |
moneymarketing.co.uk | Darius McQuaid |Matt Storey |Adrian Boulding
The Alternative Investment Market (AIM) is set to shrink by a fifth this year, as 61 companies representing £12.3bn of market capitalisation have announced plans to leave the junior market. Some companies plan to move to London Stock Exchange’s (LSE) main market. Brooks Macdonald did this in March this year (2025). Others are delisting or have been subject to mergers and acquisitions. According to Aberdeen, if all these companies go ahead with their plans, the AIM market will shrink by 20%.
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2 weeks ago |
moneymarketing.co.uk | Matt Storey |Caitlin Southall |Darius McQuaid
It’s hard to believe it’s been a decade since pension freedoms landed, giving individuals greater flexibility around accessing their DC pension savings from age 55. At the 2014 Spring Budget, then chancellor George Osborne sent shockwaves through the pensions sector as he announced fundamental reforms.
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Jan 28, 2025 |
moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |Matt Storey
Iress and CIExpert have partnered to launch a two-way, real-time integration software for advisers. The functionality, an industry-first exclusive to Iress, brings price and quality research together in one place. It is available on Iress’ sourcing platforms, The Exchange and Xplan Mortgage. It can also be added to an advice firm’s own CRM upon request. The live two-way integration builds on a previous one-way integration from CIExpert into The Exchange.
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Jan 21, 2025 |
moneymarketing.co.uk | Dan Cooper |Matt Storey |Claire Trott |Darius McQuaid
New pensions minister Torsten Bell has confirmed that auto-enrolment thresholds will remain frozen for 2025/26. In a written statement published today (21 January), Bell said that the automatic enrolment earnings trigger will stay at £10,000. The lower earnings limit of the qualifying earnings band will remain at £6,240, while the upper earnings limit will be kept at £50,270.
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