Professional body the Chartered Insurance Institute (CII) has called on financial services firms to educate all employees on the potential opportunities - and risks - of artificial intelligence (AI).
Read more ...CII calls on firms to educate staff on AI benefits and risks
- Wednesday, 23 April 2025
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SIPP contributions over annual allowance leap 34%
- Wednesday, 23 April 2025
- Articles

The number of savers making contributions over the annual allowance of £60,000 surged 34% in the last tax year, according to new data.
Read more ...Quilter Q1 core net inflows rise 181%
- Wednesday, 23 April 2025
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Wealth manager and Financial Planner Quilter has reported record core net inflows of £2.28bn in the first quarter of 2025.
Read more ...IHT receipts hit record annual high of £8.2bn
- Wednesday, 23 April 2025
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Inheritance tax receipts for the period April 2024 to March 2025 were £8.2bn, a rise of £0.8bn compared to the same period last year and a new record.
Read more ...Shackleton launches £1.4bn AUM personal injury business
- Wednesday, 23 April 2025
- Articles

Financial Planning firm Shackleton, formerly the Skerritts Group, has launched a personal injury and Court of Protection division following its acquisition from the Irwin Mitchell Group of £1.4bn AUM IM Asset Management.
Read more ...CISI appoints new south east president
- Tuesday, 22 April 2025
- Articles

The Chartered Institute for Securities & Investment (CISI) has appointed Hylko Zingstra as the new south east branch president.
Read more ...Investor confidence slumps on tariff turmoil
- Tuesday, 22 April 2025
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Investor confidence has plummeted this month triggered by turmoil around President Tump’s tariffs.
Read more ...Marlborough adds new bespoke portfolio service for HNWs
- Tuesday, 22 April 2025
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Investment manager Marlborough has launched a new bespoke portfolio management service aimed at advisers’ high-net-work clients.
Read more ...Retirees should be asked about gambling habits
- Tuesday, 22 April 2025
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A new call has come for financial services firms to collaborate and establish industry practices to address concerns around customers who have been impacted by gambling.
Read more ...Evelyn appoints new CFO after splitting business
- Tuesday, 22 April 2025
- Articles

Wealth manager and Financial Planner Evelyn Partners has appointed former Paysafe and Betfair CFO Alex Gersh as its new chief financial officer and an executive director.
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