Tag: finance
News Summary for the Past Week
By Nadin Ramadhani August 3, 2026
Financial Conduct Authority warns firms that collecting Consumer Duty data isn't enough to prove good client outcomes, requiring real action and verified improv
Phil Bray Challenges Top Online Fee Disclosure Myth
By Putri Anggraeni August 2, 2026
Online fee disclosure challenges a common myth: publishing advisory fees doesn’t attract price‑hunting prospects, with only 40.6% of firms listing fees online.
Healey sets first budget date for October 28
By Nadin Ramadhani August 1, 2026
Chancellor John Healey confirms the Healey budget for October 28, featuring strict fiscal discipline to support households during uncertain and challenging econ
Fee disclosure myths busted
By Sasha Sulistio August 1, 2026
Phil Bray explains why fee disclosure is not a trap and how it builds trust with clients. Discover the truth about online pricing and investment strategy.
Scottish Widows gains in protection market growth
By Nadin Ramadhani July 31, 2026
Scottish Widows achieves double-digit growth in the protection market, boosting profits by 70% and assets to £303bn. Discover key trends driving success.
Adviser investment distribution becomes winner takes most
By Putri Anggraeni July 30, 2026
Investment distribution is rapidly becoming a winner-takes-most market as advisers outsource strategies to key investment managers for efficiency.
Christopher Finch asks girlfriend to marry him for tax reasons
By Nadin Ramadhani July 30, 2026
Learn how Christopher Finch's girlfriend might benefit from marriage for tax reasons. Discover legitimate inheritance tax (IHT) planning and transferable allowa
SJP reduces advice fees to 110m
By Putri Anggraeni July 29, 2026
SJP reduces advice fees to £110m as it nears the end of its ongoing-service evidence review, returning value to shareholders.
Temporary Calm in Iran Conflict Masks Broader Middle East War Risk
By Putri Anggraeni July 27, 2026
Temporary calm masks broader Middle East war risk. Monitor US-Iran tensions and Red Sea shipping as Netanyahu visits Washington.
Oil hits $100 amid deepening supply crisis
By Sasha Sulistio July 24, 2026
Oil hits $100 amid deepening supply crisis. Brent crude breaks key mark as shipping routes face disruption. Read the full analysis here.