Insight and news for financial advisers

The Bank of England’s Monetary Policy Committee has reduced the base rate to 4.5%. Find out what this means for your savings, how it affects interest rates, and what you should do next.

Inflation has fallen below the Bank of England’s target. With the Monetary Policy Committee voting to reduce the base rate to 4.75%, we analyse what this means for your savings, and how smart savers are moving quickly to secure the best rates.

Chancellor Rachel Reeves delivered her first Autumn Budget to Parliament today. From changes to Capital Gains Tax to State Pension rises, we take a closer look at some of the key announcements.

66% of advisers now guide their clients’ decisions on cash. That’s a 21% increase in just three years. Here’s why. In fact, here’s five of them.

The financial industry is experiencing a seismic shift driven by financial technology. Including everything from digital payments to robo-advisors, ‘fintech’ is reshaping the delivery of financial services and clients’ expectations.

Cash deposit platforms are becoming a more popular way to manage savings. They have a number of benefits – explained here.

How do advisers deliver a personal, proactive service without working 24 hours a day? How do they ensure clients always feel valued and supported? Our dedicated referral portal helps in three key ways.

A staggering 73% of IFAs say they’re likely to include AI-based applications in their advice process. Find out how AI can elevate your client service while maintaining the essential human touch.   

We speak to Mark Morford, Regulated Products Manager at CAF Financial Solutions Limited, to explore how UK charities benefit from using the CAF Charity Deposit Platform – powered by Flagstone.

In our latest Adviser Exchange article, we speak with Abigail Ford, Senior Adviser at Dyer & Co. Wealth Management Ltd, and Barry Sime, an Independent Financial Adviser at Fairstone Group.

In a twist to our Adviser Spotlight series, we spoke to two groups of advisers about their views on the cash savings market today.