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3 weeks 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 month 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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1 month 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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Jan 20, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Matt Storey |Kimberley Dondo
Investment platform AJ Bell has signed up to Sprint Enterprise Technology’s FINIO data hub in a bid to support advisers’ ability to manage client portfolios. AJ Bell is the eighth platform to utilise FINIO data hub since its launch just over two years ago. The partnership will enhance AJ Bell’s data offering, providing advisers with the critical information they need to make informed decisions for clients.
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Jan 16, 2025 | 
moneymarketing.co.uk | Matt Storey |Darius McQuaid |Robin Powell
With a new year comes the chance to turn over a new leaf. To start afresh, make a positive change, leave bad habits in the past. It also gives us an opportunity to reflect on what worked well in the previous year and what we would like to see improve over the coming 12 months and beyond. Maybe you’re discussing such things with your clients. What do they want to work towards this year? Are they on track to achieve their longer-term goals? What could they be doing better to reach them?
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Nov 7, 2024 | 
moneymarketing.co.uk | Matt Storey |Momodou Musa Touray
The venerable small self-administered scheme (SSAS) has been with us as a pensions option for well over 50 years now. It was the true progenitor of self-investment in the pensions industry, leading the way to more opportunities for business people to save for later life. Over the years, however, SSAS has become somewhat forgotten, particularly once Sipps exploded onto the scene in 1987.
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Oct 31, 2024 | 
bankingriskandregulation.com | Matt Storey
By Matt Storey Matt Storey is co-founder of SteelEyeWith Halloween upon us, it’s easy to get spooked by spectres lurking in the shadows. Spoofing, placing fake orders to manipulate prices, is a well-known trick that is now easily detectable. Yet a far more insidious form of market abuse is going ... To continue reading Request Free Trial Unlimited access to all content. Email alerts highlighting key industry insight. Invitations to attend exclusive roundtables and events. Already a subscriber?
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May 16, 2024 | 
moneymarketing.co.uk | Matt Storey |Steve Webb |Momodou Musa Touray
The small self-administered scheme (SSAS) market has been part of the pension landscape for decades but it does not always get the attention it deserves. That’s probably what prompted many of us in the industry to make some noise when it came to the government’s general levy consultation towards the end of last year.
