-
2 weeks ago | 
moneymarketing.co.uk | Darius McQuaid |Robin Powell
The Spring Statement in March showed the Treasury’s tax take from IHT is predicted to almost double by the end of this Parliament, with receipts expected to reach £14.3bn in 2029-30, from £8.4bn currently. There are many options for advisers and clients to consider when planning to reduce their taxable estate by spending it, gifting it and/or sheltering it.
-
2 weeks ago | 
moneymarketing.co.uk | Darius McQuaid |Robin Powell |Yasmina Siadatan
Fintegrate has partnered with ZeroKey to empower financial advisers and paraplanners to eliminate manual data entry by connecting their clients’ policies directly into Fintegrate’s platform. By integrating with ZeroKey’s technology, Fintegrate users will save “significant time”, reduce errors, and ensure data integrity as client information flows “effortlessly” between systems. Fintegrate founder and CEO Gurdit Singh said: “We’re thrilled to partner with ZeroKey.
-
4 weeks ago | 
moneymarketing.co.uk | Kimberley Dondo |Robin Powell |Darius McQuaid
Money Marketing’s Weekly Must-Reads: Top 10 StoriesThis week’s top reads spotlight the key trends reshaping financial advice — from sharp criticism of the Chancellor’s pension proposals, branded ‘dangerous and misguided,’ to a troubling 49% surge in complaints reported by the Financial Ombudsman Service.
-
1 month ago | 
moneymarketing.co.uk | Tom Browne |Robin Powell |Darius McQuaid |Caitlin Southall
Financial advisers must help clients respond to some of the most significant inheritance tax (IHT) changes in recent years. This was the message from Paul Rose, key partnerships manager at Octopus Investments, who delivered the keynote plenary ‘Estate Planning Moving Forward: Taking the Next Steps in Untangling Inheritance Tax’ at MMI Leeds today (8 May).
-
1 month ago | 
moneymarketing.co.uk | Robin Powell |Darius McQuaid |Momodou Musa Touray |Salome Asabre
When financial historians look back on the late 20th and early 21st centuries, they’ll surely conclude that no firm has done more than Vanguard to improve investment outcomes for ordinary people. By launching the first index fund for individual investors, Vanguard democratised investing, eventually making market returns accessible to a global audience. Its commitment to low and transparent fees sent shockwaves through the industry.
-
1 month ago | 
shorturl.at | Matt Millard |Robin Powell
Do you earn a good salary or have a large retirement pot but still worry that you don’t have enough money? If so, you could be suffering from financial dysmorphia — and you certainly aren’t alone. Most people would be happy to earn £250,000 a year. But when Frank Frulio, a senior manager at the space services firm Spire Global UK, was told that he wouldn’t receive the £150,000 annual bonus he was hoping for, he took the firm to an employment tribunal.
-
2 months ago | 
moneymarketing.co.uk | Darius McQuaid |Dan Cooper |Lee Coates |Robin Powell
Good morning and welcome to your Morning Briefing for Thursday 27 March 2025. To get this in your inbox every morning click here. AJ Bell sells Platinum Sipp and SSAS businessAJ Bell has agreed to sell its Platinum Sipp and SSAS business to InvestAcc Group in a deal worth up to £25m. The sale of AJ Bell Platinum, part of its non-platform business, will comprise £18.5m upon completion, made up of £17.5m in cash and £1m in new InvestAcc shares.
-
Jan 22, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Robin Powell |Chris Jones
Financial planning firm Fairstone has partnered with global wealth manager J.P. Morgan Asset Management on a new Managed Portfolio Service (MPS) range. The partnership will see Fairstone utilise J.P. Morgan Asset Management’s global equity and global bond capabilities as core components of its new NOVA MPS range. The NOVA MPS will provide institutional-grade investment capabilities to retail clients at institutional pricing, at 55 basis points.
-
Jan 21, 2025 | 
moneymarketing.co.uk | Darius McQuaid |Momodou Musa Touray |Robin Powell
Firms hoping the government’s call to boost growth through regulatory reform will mean cuts to the Consumer Duty will be “disappointed”, MorganAsh has warned. On the 17 January, the Financial Conduct Authority said it would remove “unnecessary regulations” and relax some of the rules firms must adhere to in response to the UK government’s calls to remove barriers to economic growth. The FCA made the pledge to the prime minister, which sets out regulatory reforms to boost the economy.
-
Jan 17, 2025 | 
moneymarketing.co.uk | Simon Collins |Robin Powell |Tim Riseborough |Richard Harrison
In all my articles in 2024, I commented on the increased level of supervisory activity being undertaken by the FCA in the retail sector. That certainly looks set to continue into 2025 as the follow-up to the work the FCA has been doing around the Consumer Duty begins to move up a gear. Prior to Christmas, the FCA gave a number of updates and feedback, particularly after reviewing a range of firms’ approach to the first Annual Board Report.
