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1 week ago | 
moneymarketing.co.uk | Kimberley Dondo |Noel Butwell |Momodou Musa Touray
In this episode of the Money Marketing Podcast: Protection and Pensions series in association with Royal London, Kimberley Dondo is joined by Justin Corliss and Fiona Hanrahan from Royal London’s technical team. They unpack the far-reaching implications of the April 2025 changes to employer national insurance, explore how salary exchange could ease the burden, and clarify key updates around the abolition of the lifetime allowance and upcoming IHT changes for pensions.
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2 weeks ago | 
moneymarketing.co.uk | Noel Butwell |Kimberley Dondo |Momodou Musa Touray |Salome Asabre
As I wrote in my column in February, one of the biggest ‘macro’ questions facing the sector is capacity. How do we protect it and unlock it, so that advisers can do more? In recent years, policy chop and change and general political uncertainty has been a major drain on resource. It makes consumers confused and worried, and challenges advisers’ ability to focus on executing long-term plans.
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2 months ago | 
moneymarketing.co.uk | Kimberley Dondo |Tom Selby |Noel Butwell |Tom Browne
Love may be priceless, but Valentine’s Day isn’t! In this Weekend Essay, Tom Browne explores the financial side of romance – why big spending doesn’t equal big love and how thoughtful gestures can mean more than a lavish gift. Is love really in the air, or just in the budget?
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2 months ago | 
moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |Noel Butwell
Bravura is to recommend dividend payments following the turnaround in financial performance. It will pay a special dividend in relation to the net profit after tax on the sale of the licence to Fidelity. Last August, Bravura struck a £29m deal with Fidelity for the latter to license its Sonata platform. The company said it will also recommence paying dividends based on reporting period performance.
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2 months ago | 
moneymarketing.co.uk | Tom Browne |Noel Butwell
Baroness Manzoor CBE, chair of the Financial Ombudsman Service (FOS), has announced that she will step down from her role when her current tenure ends on 1 August 2025. She will leave after completing two terms in office. The announcement follows the unexpected resignation of the FOS chief executive and chief ombudsman Abby Thomas just days earlier.
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2 months ago | 
moneymarketing.co.uk | Tom Browne |Momodou Musa Touray |Andrew Tully |Noel Butwell
MetLife UK has announced a series of strategic leadership changes to accelerate growth and transformation as it strengthens its market position. The appointments aim to enhance commercial activities, drive innovation and ensure the business remains agile in an evolving financial landscape. Adrian Matthews has been appointed UK deputy CEO, a newly created role focused on overseeing distribution, product and marketing strategies.
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2 months ago | 
moneymarketing.co.uk | Kimberley Dondo |Momodou Musa Touray |Noel Butwell
Money Marketing’s Weekly Must-Reads: Top 10 StoriesThis week, the FCA moves to seize over £500,000 from a former Goldman Sachs analyst, while HMRC’s mid-year tax-regime changes are set to impact everyone. Plus, all the latest industry updates. FCA to seize over £500,000 from ex-Goldman Sachs analystThe FCA secured a confiscation order against ex-Goldman Sachs analyst Mohammed Zina, who was jailed for insider trading. The regulator obtained £586,711.01, representing all his available assets.
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2 months ago | 
moneymarketing.co.uk | Darius McQuaid |Noel Butwell |Momodou Musa Touray
Women are more likely (45%) to put their children first when considering wealth planning in contrast to men, who are more likely to prioritise their spouse (37%). This is according to research from Charles Stanley, which also found 17% of high-net- worth (HNW) women would pass on their wealth to their spouse. Additionally, only a third (33%) of men would put their children first when it comes to wealth planning.
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2 months ago | 
moneymarketing.co.uk | Noel Butwell |Momodou Musa Touray |Darius McQuaid |Nita Patel
How do we protect and unlock advisers’ capacity, whether in terms of time, energy or capital? This isn’t a challenge that’s unique to advice. But if we fail to address it, there are ramifications that stretch far beyond the sector’s borders. Here’s what we need to focus on. As it stands, advisers are balancing and facing conflicting factors. One is growing demand.
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Jan 10, 2025 | 
moneymarketing.co.uk | Clive Bolton |Momodou Musa Touray |Noel Butwell |Salome Asabre
Should we talk more about the role of private assets to engage a new generation of savers? With pensions policy firmly back on the Westminster agenda, explaining the benefits of diversification and private assets could open up a new conversation with a wider audience about how investment works in practice. Access to a variety of assets that present higher return potential over a long-term time horizon is clearly one advantage.
