Almost a third (30.8 per cent) of pension plans that were accessed for the first time were accessed by individuals who took ...

The basics keep failing because firms treat them as a policy to be written once, when they only hold as a routine that gets ...

The Financial Conduct Authority may have not yet published its policy statement, but changes to advice rules are coming.

A similar notion was echoed by Matthew Lewis, executive director and chartered financial planner at EQ Investors. “Volatility is needed to achieve clients’ objectives. This is managed through ...

Private credit markets have evolved dramatically. Firstly by seeping into the bank-shaped gaps during the financial crisis, before mounting in power to become a multi-trillion powerhouse.

Around 827,000 matured Child Trust Funds, worth an average of £2,310, have yet to be claimed, HMRC has revealed.

Saffron for Intermediaries has made a number of enhancements across its specialist buy-to-let and residential propositions, giving brokers greater flexibility when supporting complex cases.

The Chartered Insurance Institute has launched Voices, an online research community designed to give insurance and personal finance professionals a role in shaping policy, professional standards and ...

Amid fears of rising inflation, energy prices and interest rates, financial advisers have cited uncertainty over changing tax legislation as a key concern keeping clients awake at night.

For decades the UK mortgage market has been built around a relatively straightforward proposition: customers borrow to ...

Nearly four in five (79 per cent) landlords now run rolling tenancies only, research from property management and finance ...

It is also worth explaining what volatility is, and making it clear that not all volatility is bad — that there are upsides as well as downsides. Ultimately, it is about preparing clients to think ...