As 2024 unfolds, UK financial advisers face a landscape filled with challenges and opportunities.The new government introduces regulatory changes, influencing financial advice strategies.Inflation shows signs of…
Financial advisers eagerly anticipate the Autumn Budget, looking for significant changes especially in pensions and tax sectors.Chancellor Rachel Reeves’ first budget under Labour is highly anticipated…
In the lead-up to the Autumn Budget announcement, financial advisers are contemplating potential changes that could significantly impact their industry.A recent poll highlights capital gains tax…
Financial advisers are urged to bridge the advice gap.FCA Director Graeme Reynolds emphasises the importance of supporting vulnerable clients.Over £430 billion in assets remain underutilised amongst…
The increased utilisation of Model Portfolio Services (MPS) is predicted to create significant challenges for investment platforms, according to Equisoft.A substantial 69% of UK financial advisers…
Recent research highlights the increasing influence of Capital Gains Tax (CGT) functionality on platform choices among financial advisers.A majority of advisers report that CGT support is…
Capital gains tax (CGT) functionalities are becoming pivotal in platform selection for financial advisers.A survey by Financial Software Ltd (FSL) reveals 76% of advisers are influenced…
The Consumer Duty has revitalised interest in protection among financial advisers across the UK. Key findings from AMI’s 2024 Protection Viewpoint Report highlight significant changes in…
The Financial Conduct Authority’s new Sustainability Disclosure Requirements (SDR) labels aim to enhance the credibility of sustainability claims in the financial sector.A significant proportion of financial…
The Financial Conduct Authority (FCA) has introduced Sustainability Disclosure Requirements (SDR) labels, aiming to enhance trust among financial advisers and wealth managers. These labels are seen…
