Pensions

AdvisoryAI launches free tool to help advisers interpret Budget 2025

AdvisoryAI has built a free Budget Analyser to help advisers understand how the Autumn...

AUTUMN BUDGET: Treasury summary

This is the executive summary from the Treasury's full Budget document. This Budget takes the...

AUTUMN BUDGET: Salary sacrifice cap to be introduced

Rachel Reeves has announced plans to change salary sacrifice arrangements for pension contributions. The chancellor...

Survey reveals cost of living pressures and tax fears weighing on mutual’s members

Concerns over the cost of living and the prospect of tax rises continue to...

Later life lending must become ‘mainstream priority’, following FCA reform speech

Will Hale, chief executive of Key Advice & Air, has urged the mortgage industry...

Thousands of over-65s still have mortgages at death, warns Key

Key Advice has warned that around 26,000 people aged over 65 died last year...

Young adults expect six-figure incomes for a ‘good’ retirement, says Royal London

A growing number of young adults believe they will need more than £100,000 a...

Gender gap in retirement satisfaction persists as women report lower financial security

Just over half of female retirees say they are satisfied with their retirement income,...

Just Wealth nears 600 client referrals via Just Refer

Just Wealth, the financial services arm of national brokerage Just Mortgages, is approaching 600...

Parents fear children will never be able to retire

More than 15 million UK parents believe their children may never be able to...

Advisers report surge in client anxiety ahead of Budget

Financial advisers are reporting a sharp rise in client anxiety amid widespread speculation over...

Advisers must ensure later life lending is part of their toolkit

Older borrowers are increasingly tapping into mortgage finance. The latest UK Finance data shows...

Air warns base rate pause heightens mortgage shock risk for older borrowers

Later life lending platform Air has warned that the Bank of England’s decision to...

L&G partners with Microsoft to roll out AI-driven customer service platform

Legal & General has announced a collaboration with Microsoft to develop an AI-powered customer...

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