Sue Whitbread

“Retail savers and investors were front and centre of today’s Autumn Statement. The roadmap for ISAs sets out a clear framework for updating and

Key ISA reforms announced in the Autumn Statement today (to be implemented in April 2024) include:

Perspective now has 500 staff, 38 local offices and 140 financial planners, a third of whom arequalified to Chartered level or above. It manages £8 billion of

There were 67 fiscal measures announced, many small. This micromanaging has become the norm. For instance, there were 84 such measures in the March 2023

“There was undoubtedly some good news for workers in the Autumn Statement in the form of a meaningful National Insurance cut, but the economic and fiscal

“We welcome the commitment to replace the EU Packaged Retail and Insurance-based Investment Products (PRIIPs) regime. These regulations dictate how firms

The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor

The Chancellor yesterday delivered an Autumn Statement with a few big ticket pre-election giveaways, and welcome policy measures to address problems such as

In the true spirit of Thanksgiving – you know, the whole “What are you thankful for this year?” question – we caught up with seven FundCalibre Elite Rated

The acquisition has been conducted through Fintel IQ, the business’s technology and knowledge platform, as a key extension into ‘quote and apply’ workflows