Money Marketing
@moneymarketing.bsky.social
The leading magazine and website for professional advisers. Pensions, investments, regulation and more.
Since launch in 1985, Money Marketing has been the number one weekly newspaper for the independent financial adviser with the most respected journalists
Since launch in 1985, Money Marketing has been the number one weekly newspaper for the independent financial adviser with the most respected journalists
🏡📊 Top Stories of the Week: Skipton BS cuts rates and expands range and HMRC tax receipts hit £391.6bn
Stay ahead of the curve by reading the full article:
https://www.mortgagestrategy.co.uk/news/mortgage-strategys-top-10-stories-21-sept-to-25-sept/
#MortgageStrategy #FinanceNews #UKHousing
Stay ahead of the curve by reading the full article:
https://www.mortgagestrategy.co.uk/news/mortgage-strategys-top-10-stories-21-sept-to-25-sept/
#MortgageStrategy #FinanceNews #UKHousing
September 25, 2026 at 3:01 PM
🏡📊 Top Stories of the Week: Skipton BS cuts rates and expands range and HMRC tax receipts hit £391.6bn
Stay ahead of the curve by reading the full article:
https://www.mortgagestrategy.co.uk/news/mortgage-strategys-top-10-stories-21-sept-to-25-sept/
#MortgageStrategy #FinanceNews #UKHousing
Stay ahead of the curve by reading the full article:
https://www.mortgagestrategy.co.uk/news/mortgage-strategys-top-10-stories-21-sept-to-25-sept/
#MortgageStrategy #FinanceNews #UKHousing
Is chasing time efficiency costing paraplanners crucial technical growth? Sophie Brown examines why newer planners need time to work through complex cases. Read more: https://www.moneymarketing.co.uk/opinion/pfs-chasing-the-time-savings-but-at-what-cost/
September 25, 2026 at 1:14 PM
Is chasing time efficiency costing paraplanners crucial technical growth? Sophie Brown examines why newer planners need time to work through complex cases. Read more: https://www.moneymarketing.co.uk/opinion/pfs-chasing-the-time-savings-but-at-what-cost/
Innovation in finance often stalls against shifting regulation. Ben Hammond explores how predictable regulatory roadmaps and clearer objectives can help firms build with confidence: https://www.moneymarketing.co.uk/opinion/ben-hammond-the-fine-art-of-innovation/
September 25, 2026 at 10:30 AM
Innovation in finance often stalls against shifting regulation. Ben Hammond explores how predictable regulatory roadmaps and clearer objectives can help firms build with confidence: https://www.moneymarketing.co.uk/opinion/ben-hammond-the-fine-art-of-innovation/
SJP's benchmark wins, HMRC's £392m IHT probe, and Anthropic's new adviser tool lead our round-up of the UK wealth sector's 10 biggest stories. Read The Week in Brief: https://www.moneymarketing.co.uk/mm-tv/the-week-in-brief-21-sept-to-25-sept/
September 25, 2026 at 10:01 AM
SJP's benchmark wins, HMRC's £392m IHT probe, and Anthropic's new adviser tool lead our round-up of the UK wealth sector's 10 biggest stories. Read The Week in Brief: https://www.moneymarketing.co.uk/mm-tv/the-week-in-brief-21-sept-to-25-sept/
Four in 10 financial advisers expect demand for advice to increase over the next five years as AI becomes more prevalent, a study by M&G has found.
https://www.moneymarketing.co.uk/news/ai-may-increase-demand-for-financial-advice-study-finds/
https://www.moneymarketing.co.uk/news/ai-may-increase-demand-for-financial-advice-study-finds/
September 25, 2026 at 9:32 AM
Four in 10 financial advisers expect demand for advice to increase over the next five years as AI becomes more prevalent, a study by M&G has found.
https://www.moneymarketing.co.uk/news/ai-may-increase-demand-for-financial-advice-study-finds/
https://www.moneymarketing.co.uk/news/ai-may-increase-demand-for-financial-advice-study-finds/
The Morning Briefing: FCA shuts down 24 CFD firms; Chasing the time savings, but at what cost?
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-fca-shuts-down-24-cfd-firms-chasing-the-time-savings-but-at-what-cost/
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-fca-shuts-down-24-cfd-firms-chasing-the-time-savings-but-at-what-cost/
The Morning Briefing: FCA shuts down 24 CFD firms; Chasing the time savings, but at what cost?
FCA shuts down 24 CFD firms due to regulatory breaches. Discover the latest updates on the crackdown in the financial sector.
www.moneymarketing.co.uk
September 25, 2026 at 8:14 AM
The Morning Briefing: FCA shuts down 24 CFD firms; Chasing the time savings, but at what cost?
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-fca-shuts-down-24-cfd-firms-chasing-the-time-savings-but-at-what-cost/
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-fca-shuts-down-24-cfd-firms-chasing-the-time-savings-but-at-what-cost/
More than £91bn was withdrawn from pension pots accessed for the first time last year as tax uncertainty and forthcoming inheritance tax changes continued to reshape retirement decisions.
https://www.moneymarketing.co.uk/news/pension-withdrawals-surge-to-91bn-amid-tax-and-iht-uncertainty/
https://www.moneymarketing.co.uk/news/pension-withdrawals-surge-to-91bn-amid-tax-and-iht-uncertainty/
Pension withdrawals surge to £91bn amid tax and IHT uncertainty
More than £91bn was withdrawn from pension pots accessed for the first time last year as tax uncertainty reshaped retirement decisions.
www.moneymarketing.co.uk
September 25, 2026 at 8:07 AM
More than £91bn was withdrawn from pension pots accessed for the first time last year as tax uncertainty and forthcoming inheritance tax changes continued to reshape retirement decisions.
https://www.moneymarketing.co.uk/news/pension-withdrawals-surge-to-91bn-amid-tax-and-iht-uncertainty/
https://www.moneymarketing.co.uk/news/pension-withdrawals-surge-to-91bn-amid-tax-and-iht-uncertainty/
The Financial Conduct Authority has driven two dozen Contracts for Difference (CFD) brokers out of the market after uncovering widespread abuse of UK regulatory permissions designed to mask high-risk offshore activity.
https://www.moneymarketing.co.uk/news/fca-shuts-down-24-cfd-firms/
https://www.moneymarketing.co.uk/news/fca-shuts-down-24-cfd-firms/
FCA shuts down 24 CFD firms
Learn how the FCA shuts down 24 CFD firms for regulatory violations. Understand the implications for retail clients and brokers.
www.moneymarketing.co.uk
September 25, 2026 at 8:06 AM
The Financial Conduct Authority has driven two dozen Contracts for Difference (CFD) brokers out of the market after uncovering widespread abuse of UK regulatory permissions designed to mask high-risk offshore activity.
https://www.moneymarketing.co.uk/news/fca-shuts-down-24-cfd-firms/
https://www.moneymarketing.co.uk/news/fca-shuts-down-24-cfd-firms/
The chair of InvestAcc has said that returning to profit is “nice”, but added it isn’t the only thing the company is measuring its performance on.
https://www.moneymarketing.co.uk/news/investacc-chair-profit-is-nice-but-it-isnt-our-key-measure/
https://www.moneymarketing.co.uk/news/investacc-chair-profit-is-nice-but-it-isnt-our-key-measure/
September 24, 2026 at 3:03 PM
The chair of InvestAcc has said that returning to profit is “nice”, but added it isn’t the only thing the company is measuring its performance on.
https://www.moneymarketing.co.uk/news/investacc-chair-profit-is-nice-but-it-isnt-our-key-measure/
https://www.moneymarketing.co.uk/news/investacc-chair-profit-is-nice-but-it-isnt-our-key-measure/
How does an investment house select assets and build solutions for advisers? In the Field goes behind the scenes at RBC Brewin Dolphin to explore proposition architecture: https://www.moneymarketing.co.uk/features/in-the-field-rbc-brewin-dolphin-explain-investments-like-im-an-idiot/
September 24, 2026 at 1:46 PM
How does an investment house select assets and build solutions for advisers? In the Field goes behind the scenes at RBC Brewin Dolphin to explore proposition architecture: https://www.moneymarketing.co.uk/features/in-the-field-rbc-brewin-dolphin-explain-investments-like-im-an-idiot/
Equal pay alone will not fix retirement disparity. Caitlin Southall explores why the gender pensions gap is fundamentally a time problem shaped by career breaks and missed compound growth: https://www.moneymarketing.co.uk/opinion/caitlin-southall-equal-pay-doesnt-guarantee-equal-retirement/
September 24, 2026 at 1:22 PM
Equal pay alone will not fix retirement disparity. Caitlin Southall explores why the gender pensions gap is fundamentally a time problem shaped by career breaks and missed compound growth: https://www.moneymarketing.co.uk/opinion/caitlin-southall-equal-pay-doesnt-guarantee-equal-retirement/
The Morning Briefing: InvestAcc returns to profit as revenue more than doubles; PFS appoints Kate Gannon
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-investacc-returns-to-profit-as-revenue-more-than-doubles-pfs-appoints-kate-gannon/
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-investacc-returns-to-profit-as-revenue-more-than-doubles-pfs-appoints-kate-gannon/
The Morning Briefing: InvestAcc returns to profit as revenue more than doubles; PFS appoints Kate Gannon
Good morning and welcome to your Morning Briefing for Thursday 24 September 2026. To get this in your inbox every morning click here. InvestAcc returns to
www.moneymarketing.co.uk
September 24, 2026 at 9:03 AM
The Morning Briefing: InvestAcc returns to profit as revenue more than doubles; PFS appoints Kate Gannon
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-investacc-returns-to-profit-as-revenue-more-than-doubles-pfs-appoints-kate-gannon/
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-investacc-returns-to-profit-as-revenue-more-than-doubles-pfs-appoints-kate-gannon/
The UK D2C market is growing “much faster” than the UK adviser platforms market, Platforum’s latest ‘UK D2C: Investor Experience’ report has found.
https://www.moneymarketing.co.uk/news/uk-d2c-market-growing-much-faster-than-adviser-platforms/
https://www.moneymarketing.co.uk/news/uk-d2c-market-growing-much-faster-than-adviser-platforms/
September 24, 2026 at 8:11 AM
The UK D2C market is growing “much faster” than the UK adviser platforms market, Platforum’s latest ‘UK D2C: Investor Experience’ report has found.
https://www.moneymarketing.co.uk/news/uk-d2c-market-growing-much-faster-than-adviser-platforms/
https://www.moneymarketing.co.uk/news/uk-d2c-market-growing-much-faster-than-adviser-platforms/
Unused pensions entering the IHT net has upended retirement planning. Greg Neall explores the unintended fallout and why an old 1980s strategy is returning.
Read the full article: https://www.moneymarketing.co.uk/opinion/greg-neall-back-to-the-future-for-pension-planning/
Read the full article: https://www.moneymarketing.co.uk/opinion/greg-neall-back-to-the-future-for-pension-planning/
September 24, 2026 at 8:09 AM
Unused pensions entering the IHT net has upended retirement planning. Greg Neall explores the unintended fallout and why an old 1980s strategy is returning.
Read the full article: https://www.moneymarketing.co.uk/opinion/greg-neall-back-to-the-future-for-pension-planning/
Read the full article: https://www.moneymarketing.co.uk/opinion/greg-neall-back-to-the-future-for-pension-planning/
Kate (Kathryn) Gannon has been named the new president of the Personal Finance Society (PFS) at an official ceremony during the organisation’s AGM.
https://www.moneymarketing.co.uk/news/pfs-brings-in-kate-gannon-as-new-president/
https://www.moneymarketing.co.uk/news/pfs-brings-in-kate-gannon-as-new-president/
PFS brings in Kate Gannon as new president
Kate (Kathryn) Gannon has been named the new president of the Personal Finance Society (PFS) at an official ceremony.
www.moneymarketing.co.uk
September 24, 2026 at 8:02 AM
Kate (Kathryn) Gannon has been named the new president of the Personal Finance Society (PFS) at an official ceremony during the organisation’s AGM.
https://www.moneymarketing.co.uk/news/pfs-brings-in-kate-gannon-as-new-president/
https://www.moneymarketing.co.uk/news/pfs-brings-in-kate-gannon-as-new-president/
The rate at which financial advice professionals plan to adopt new technology has nearly halved in the past 12 months, NextWealth has found.
https://www.moneymarketing.co.uk/news/new-tech-adoption-slows-as-advice-firms-stop-chasing-every-new-development/
https://www.moneymarketing.co.uk/news/new-tech-adoption-slows-as-advice-firms-stop-chasing-every-new-development/
September 24, 2026 at 7:59 AM
The rate at which financial advice professionals plan to adopt new technology has nearly halved in the past 12 months, NextWealth has found.
https://www.moneymarketing.co.uk/news/new-tech-adoption-slows-as-advice-firms-stop-chasing-every-new-development/
https://www.moneymarketing.co.uk/news/new-tech-adoption-slows-as-advice-firms-stop-chasing-every-new-development/
InvestAcc returns to profit as revenue more than doubles
https://www.moneymarketing.co.uk/news/investacc-returns-to-profit-as-revenue-more-than-doubles/
https://www.moneymarketing.co.uk/news/investacc-returns-to-profit-as-revenue-more-than-doubles/
InvestAcc returns to profit as revenue more than doubles
InvestAcc has swung from a £3m loss to a £1.5m profit after tax as revenue more than doubled during the first half of the year.
www.moneymarketing.co.uk
September 24, 2026 at 7:58 AM
InvestAcc returns to profit as revenue more than doubles
https://www.moneymarketing.co.uk/news/investacc-returns-to-profit-as-revenue-more-than-doubles/
https://www.moneymarketing.co.uk/news/investacc-returns-to-profit-as-revenue-more-than-doubles/
Demand for financial advice remains strong among younger and affluent consumers, according to new research from Quilter.
https://www.moneymarketing.co.uk/news/demand-for-financial-advice-remains-strong-among-henrys/
https://www.moneymarketing.co.uk/news/demand-for-financial-advice-remains-strong-among-henrys/
Demand for financial advice remains strong among HENRYs
Demand for financial advice remains strong among younger and affluent consumers, according to new research from Quilter.
www.moneymarketing.co.uk
September 23, 2026 at 3:44 PM
Demand for financial advice remains strong among younger and affluent consumers, according to new research from Quilter.
https://www.moneymarketing.co.uk/news/demand-for-financial-advice-remains-strong-among-henrys/
https://www.moneymarketing.co.uk/news/demand-for-financial-advice-remains-strong-among-henrys/
The Financial Conduct Authority (FCA) is calling for the UK to move beyond experimentation with tokenisation and create the conditions for emerging technologies to scale across wholesale markets.
https://www.moneymarketing.co.uk/news/fca-calls-for-shift-from-tokenisation-pilots-to-live-markets/
https://www.moneymarketing.co.uk/news/fca-calls-for-shift-from-tokenisation-pilots-to-live-markets/
September 23, 2026 at 3:39 PM
The Financial Conduct Authority (FCA) is calling for the UK to move beyond experimentation with tokenisation and create the conditions for emerging technologies to scale across wholesale markets.
https://www.moneymarketing.co.uk/news/fca-calls-for-shift-from-tokenisation-pilots-to-live-markets/
https://www.moneymarketing.co.uk/news/fca-calls-for-shift-from-tokenisation-pilots-to-live-markets/
Traditional life triggers are leaving protection conversations until it is too late. For #IPAW, IPTF’s Jo Miller examines how the sector can build earlier resilience: https://www.moneymarketing.co.uk/opinion/jo-miller-the-moments-that-matter-for-protection/
September 23, 2026 at 1:36 PM
Traditional life triggers are leaving protection conversations until it is too late. For #IPAW, IPTF’s Jo Miller examines how the sector can build earlier resilience: https://www.moneymarketing.co.uk/opinion/jo-miller-the-moments-that-matter-for-protection/
UK consumers are becoming more confident about managing their finances, but confidence around investing and retirement continues to lag, according to Moneybox’s latest Financial Confidence Index.
https://www.moneymarketing.co.uk/news/financial-confidence-rises-but-investing-and-retirement-lag/
https://www.moneymarketing.co.uk/news/financial-confidence-rises-but-investing-and-retirement-lag/
September 23, 2026 at 12:51 PM
UK consumers are becoming more confident about managing their finances, but confidence around investing and retirement continues to lag, according to Moneybox’s latest Financial Confidence Index.
https://www.moneymarketing.co.uk/news/financial-confidence-rises-but-investing-and-retirement-lag/
https://www.moneymarketing.co.uk/news/financial-confidence-rises-but-investing-and-retirement-lag/
JP Morgan Asset Management’s Karen Ward discusses why holding excess cash harms UK savers, shifting global markets, and rebalancing 'capital at risk' with 'return at risk':https://ow.ly/fMh050ZQtKl
September 23, 2026 at 10:14 AM
JP Morgan Asset Management’s Karen Ward discusses why holding excess cash harms UK savers, shifting global markets, and rebalancing 'capital at risk' with 'return at risk':https://ow.ly/fMh050ZQtKl
The Morning Briefing: Financial advice boosts retirement confidence; FCA warns on debt advice
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-financial-advice-boosts-retirement-confidence-fca-warns-on-debt-advice/
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-financial-advice-boosts-retirement-confidence-fca-warns-on-debt-advice/
The Morning Briefing: Financial advice boosts retirement confidence; FCA warns on debt advice
Good morning and welcome to your Morning Briefing for Wednesday 23 September 2026. To get this in your inbox every morning click here. Financial advice
www.moneymarketing.co.uk
September 23, 2026 at 7:57 AM
The Morning Briefing: Financial advice boosts retirement confidence; FCA warns on debt advice
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-financial-advice-boosts-retirement-confidence-fca-warns-on-debt-advice/
#TMB
https://www.moneymarketing.co.uk/news/the-morning-briefing-financial-advice-boosts-retirement-confidence-fca-warns-on-debt-advice/
The Financial Conduct Authority (FCA) has raised concerns that consumers seeking help with debt are being steered towards fee-paying solutions that may not be suitable for their circumstances.
https://www.moneymarketing.co.uk/news/fca-raises-concerns-over-fee-paying-debt-advice/
https://www.moneymarketing.co.uk/news/fca-raises-concerns-over-fee-paying-debt-advice/
FCA raises concerns over fee-paying debt advice
The FCA has raised concerns that consumers seeking help with debt are being steered towards fee-paying solutions that may not be suitable for their circumstances.
www.moneymarketing.co.uk
September 23, 2026 at 7:56 AM
The Financial Conduct Authority (FCA) has raised concerns that consumers seeking help with debt are being steered towards fee-paying solutions that may not be suitable for their circumstances.
https://www.moneymarketing.co.uk/news/fca-raises-concerns-over-fee-paying-debt-advice/
https://www.moneymarketing.co.uk/news/fca-raises-concerns-over-fee-paying-debt-advice/
Anthropic has launched Claude for Financial Advisors. Dynamic Planner CEO Ben Goss examines where it sits on the automation spectrum and what UK advice firms should take away: https://www.moneymarketing.co.uk/opinion/ben-goss-where-on-the-mills-spectrum-is-claude-for-financial-advisors/
September 23, 2026 at 7:53 AM
Anthropic has launched Claude for Financial Advisors. Dynamic Planner CEO Ben Goss examines where it sits on the automation spectrum and what UK advice firms should take away: https://www.moneymarketing.co.uk/opinion/ben-goss-where-on-the-mills-spectrum-is-claude-for-financial-advisors/