Pensions

The FCA has made the case for holistic mortgage advice

Last Thursday, the head of the FCA stood up at the JP Morgan Pensions...

Targeted Support may encourage more savers to seek financial advice

Nearly half of independent financial advisers believe the Financial Conduct Authority’s new Targeted Support...

Key Equity Release teams up with Pense to broaden later life advice

Key Equity Release has entered a partnership with pension specialist Pense as it looks...

Royal London protection sales rise 17% as new business approaches £1bn

Royal London has reported strong growth in its protection business during 2025, with new...

Canada Life UK posts double-digit sales rise

Canada Life UK has reported a 17% rise in total sales for the year...

Scotland and Wales lead confidence rankings for working into later life

Workers in Scotland and Wales are the most confident in Britain that they could...

New podcast aimed at advisers navigating mortgage and wealth convergence

Twenty7tec has launched a new podcast series designed to support advisers as mortgage and...

Britain’s post-war generation reaches 80 with longer lives and new financial pressures

The first wave of babies born after the Second World War turns 80 this...

Growing uncertainty leaves UK adults rethinking long-term finances

Rising economic and political uncertainty is prompting a significant number of UK adults to...

INDUSTRY REACTION: Equity release lending rises 11% in 2025

The equity release market recorded its strongest annual growth in recent years, with total...

Advisers look beyond product sourcing as platforms support later life advice

New research suggests advisers are increasingly using sourcing platforms as broader advice tools rather...

Equity release largely absent from retirement planning

Equity release is still largely missing from retirement planning conversations, research from Canada Life...

Most homeowners rule out downsizing as a retirement strategy

Fewer than one in five people expect to move to a smaller home in...

Rising inheritance tax receipts sharpen focus on later life planning

Inheritance tax receipts have climbed to £5.8 billion in the first eight months of...

COMMENT

The case for tech fluency before AI adoption in the mutual sector

It often feels like there is only one conversation taking place in financial services at the moment: artificial intelligence. Whether it’s trade shows and...

Commonhold and RTM: do not mistake control for simplicity

Commonhold is presented as a fairer form of flat ownership. Right to Manage (RTM) is sometimes portrayed as a quick way for residents to...

No holidays: advice firms need a plan for a busy August

Every summer, the same quiet risk runs through the intermediary market. Advisers, case managers and administrators go on holiday. Specialist lending cases, which have...

Every rate shock is becoming a test of the modern mortgage business

Halifax, Barclays and HSBC increased selected mortgage rates by up to 0.20% this week, effective 21 July. Halifax removed its sub-4% deals entirely. Barclays'...

Your next client is probably more complicated than your last one

There's a shift happening in the mortgage market that most small firms aren't ready for. It's not about rates. It's not about the political...

Latest news

Brilliant racks up a memorable afternoon for charity

Brilliant Solutions was on cue at Rileys as 70 players and several late arrivals...

Rayner rules out rent controls

Housing Secretary Angela Rayner has ruled out rent controls in England, providing greater certainty...

Mortgage Brain adds Uinsure home insurance quotes to CRM platform

Mortgage Brain has integrated Uinsure with CRM Brain, allowing brokers to arrange buildings and...

Nationwide and Accord the latest to increase rates

Mortgage borrowers have been urged to review their options after Nationwide and Accord increased...

PROFILES