Growing concern over inheritance tax is fuelling renewed demand for protection advice, with life insurance increasingly being used as an estate planning tool.Speaking at Money Marketing Interactive London on Thursday (9 October), Naomi Greatorex, managing director at Health Protection Solutions, said fiscal uncertainty and tax rule changes have pushed protection to the forefront of clients’ minds.

People turning to ChatGPT and other artificial intelligence tools for help with their finances could be a good thing for the sector. 

Getting people to take you seriously and attracting new clients are two of the biggest obstacles new advisers have to overcome.

Good morning and welcome to your Morning Briefing for Friday 10 October 2025. To get this in your inbox every morning click here. Andy Bell: A brave

The triple lock has become a flashpoint for a deepening generational divide, with new research revealing a stark contrast in attitudes.

Good morning and welcome to your Morning Briefing for Thursday 9 October 2025. To get this in your inbox every morning click here. PIMFA and TISA flag

Pension contributions for under-18s rose to £79.6m in 2022/23, up from £75.9m the year before, according to Lubbock Fine Wealth Management (LFWM).The firm said more families are using children’s pensions as a tool for inheritance tax (IHT) planning.

PIMFA has welcomed the direction of reforms proposed in HM Treasury’s review of the Financial Ombudsman Service (FOS). However, it warned that further

Making regular gifts from surplus income is a highly effective way to pass wealth to family, free of inheritance tax.

Investors are being urged to “challenge their financial advisers to ensure their money is invested as they expect”.

Fidelity International has announced the launch of flexible investment and retirement solutions, which allows financial advisers to blend multiple Fidelity International has announced the launch of Flexible Investment and Retirement Solutions, which allows financial advisers to blend multiple investment strategies.

Transact has launched a new app developed in partnership with Intelliflo to help advisers manage client contributions and withdrawals more efficiently.The integration, developed by Sprint Enterprise and powered by its data hub FINIO, builds on previous tools for account opening and fee reconciliation.

Good morning and welcome to your Morning Briefing for Wednesday 8 October 2025. To get this in your inbox every morning click here. SJP unveils new range

Artificial intelligence (AI) has been an omnipresent force for some time now in the UK, but have defence stocks now burst the bubble?

St. James’s Place (SJP) has unveiled a new low-cost fund range following the recent overhaul of its fee structure. 

Wealthtime has bolstered its management team with three newly created senior appointments as part of its strategy to drive platform growth and innovation.Michael Milner joins as head of proposition, responsible for shaping the strategy and development of Wealthtime’s product and service offerings.

Good morning and welcome to your Morning Briefing for Tuesday 7 October 2025. To get this in your inbox every morning click here. Retirement ‘expectation

The retirement 'expectation gap' has widened in the last year, according to new research from Standard Life.

A man has been jailed for seven years and six months after running a £1.3m Ponzi scheme from his bedroom.Daniel Pugh, 35, set up the fraudulent Imperial Investment Fund (IIF) with another individual, taking money from 238 investors he largely targeted through Facebook adverts.

Wealth management firm Titan Wealth has partnered with Premier Sports Network (PSN) to launch a new sports division.