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FT Adviser
@ftadviser.com
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Posts from the editorial team behind the multi-award-winning website - covering everything that's relevant to UK financial advisers and their wider market.
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ftadviser.com
Tisa calls for funding of ‘high-impact’ financial education
https://www.ftadviser.com/the-investing-saving-alliance/2025/11/14/tisa-calls-for-funding-of-high-impact-financial-education/
Tisa calls for funding of ‘high-impact’ financial education
The Investing and Saving Alliance has called on Fair4All Finance to ringfence funds for high-impact financial education for children and young people.
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November 14, 2025 at 9:57 AM
ftadviser.com
Swiss Re’s life and health business could miss year end target
https://www.ftadviser.com/ft-adviser/2025/11/14/swiss-res-life-and-health-business-could-miss-year-end-target/
Swiss Re’s life and health business could miss year end target
Swiss Re’s life and health business is not expected to reach its target for 2025 following slow growth in the first three quarters of the year, a trading update for the insurer has revealed.
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November 14, 2025 at 8:45 AM
ftadviser.com
‘Work inflation is absolutely real’ for advisers using AI
https://www.ftadviser.com/artificial-intelligence/2025/11/14/work-inflation-is-absolutely-real-for-advisers-using-ai-/
‘Work inflation is absolutely real’ for advisers using AI
“Work inflation is absolutely real” when artificial intelligence is adopted by advice firms, a conference heard.
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November 14, 2025 at 8:36 AM
ftadviser.com
Zurich launches learning hub for advisers
https://www.ftadviser.com/adviser-technology/2025/11/14/zurich-launches-learning-hub-for-advisers/
Zurich launches learning hub for advisers
Zurich has launched an on-demand learning platform designed exclusively for advisers.
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November 14, 2025 at 8:14 AM
ftadviser.com
More than half of homebuyers would pay more for insurance
https://www.ftadviser.com/mortgages/2025/11/13/more-than-half-of-homebuyers-would-pay-more-for-insurance/
More than half of homebuyers would pay more for insurance
Over half (56 per cent) of homebuyers would pay more for home insurance if it gave them peace of mind they had the right cover, research by Paymentshield has discovered.
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November 13, 2025 at 3:47 PM
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FCA: ‘our role is about setting standards and not prices’
https://www.ftadviser.com/financial-conduct-authority-uk/2025/11/13/fca-our-role-is-about-setting-standards-and-not-prices/
FCA: ‘our role is about setting standards and not prices’
The Financial Conduct Authority has assured its plans for targeted support will not replace bespoke financial advice and reiterated it is not trying to become a price regulator.
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November 13, 2025 at 3:34 PM
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Lords committee calls for evidence on growth and regulation
https://www.ftadviser.com/house-of-lords/2025/11/13/lords-committee-calls-for-evidence-on-growth-and-regulation/
Lords committee calls for evidence on growth and regulation
The House of Lords Industry and Regulators committee has issued a call for evidence on its new inquiry into the relationship between regulators and growth.
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November 13, 2025 at 3:09 PM
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PFS president reflects on ‘challenging years of tested relationships’
https://www.ftadviser.com/personal-finance-society/2025/11/13/pfs-president-reflects-on-challenging-years-of-tested-relationships/
PFS president reflects on ‘challenging years of tested relationships’
President of the Personal Finance Society, Carla Brown, has reflected on the challenging years faced by the professional body saying there is now a “stronger foundation”.
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November 13, 2025 at 11:49 AM
ftadviser.com
Consumers continue to favour human interaction with mortgage advice
https://www.ftadviser.com/adviser-technology/2025/11/13/consumers-continue-to-favour-human-interaction-with-mortgage-advice/
Consumers continue to favour human interaction with mortgage advice
Consumers continue to favour personal interaction when arranging a mortgage, despite the rising popularity of digital tools, research from Legal & General has revealed.
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November 13, 2025 at 11:37 AM
ftadviser.com
Ian Mattioli steps down as CEO of Mattioli Woods
https://www.ftadviser.com/mattioli-woods-plc/2025/11/13/ian-mattioli-steps-down-as-ceo-of-mattioli-woods/
Ian Mattioli steps down as CEO of Mattioli Woods
Mattioli Woods co-founder, Ian Mattioli, will be stepping down from his position of CEO into the role of founding president, the firm has announced.
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November 13, 2025 at 11:32 AM
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Terry Smith claims Saba activism prompted changes to investment trust
https://www.ftadviser.com/investment-trusts/2025/11/13/terry-smith-claims-saba-activism-prompted-changes-to-investment-trust/
Terry Smith claims Saba activism prompted changes to investment trust
Fundsmith founder Terry Smith has confirmed action from activist group Saba prompted proposed changes to the Smithson Investment Trust.
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November 13, 2025 at 10:22 AM
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‘I’m genuinely open 24/7’: Why one adviser advocates ‘over-servicing’
https://www.ftadviser.com/better-business/2025/11/13/im-genuinely-open-24-7-why-one-adviser-advocates-over-servicing/
‘I’m genuinely open 24/7’: Why one adviser advocates ‘over-servicing’
Shiv Gossain, founder of AR Wealth, has big plans to grow his firm to £1bn in assets, saying his approach to ‘over-servicing’ clients has helped him pursue his goals.
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November 13, 2025 at 8:53 AM
ftadviser.com
Fifth of paraplanners using AI to manage increased workloads
https://www.ftadviser.com/paraplanning/2025/11/13/fifth-of-paraplanners-using-ai-to-manage-increased-workloads/
Fifth of paraplanners using AI to manage increased workloads
More than one in five (22 per cent) paraplanners are using AI to combat increased workloads, research from Scottish Widows has found.
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November 13, 2025 at 8:46 AM
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UK economy sees ‘painstakingly low’ growth in final pre-Budget figures
https://www.ftadviser.com/budget/2025/11/13/uk-economy-sees-painstakingly-low-growth-in-final-pre-budget-figures/
UK economy sees ‘painstakingly low’ growth in final pre-Budget figures
The UK economy saw weaker than expected growth in the third quarter of 2025.
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November 13, 2025 at 8:36 AM
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FT Adviser readers slam ‘totally unworkable’ IHT on pensions rules
https://www.ftadviser.com/inheritance-tax/2025/11/13/ft-adviser-readers-slam-totally-unworkable-iht-on-pensions-rules/
FT Adviser readers slam ‘totally unworkable’ IHT on pensions rules
FT Adviser readers claim that new rules bringing pensions into the scope of inheritance tax are “completely unworkable”.
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November 13, 2025 at 8:19 AM
ftadviser.com
Self-doubt and imposter syndrome can help resilience long-term
https://www.ftadviser.com/ft-adviser/2025/11/13/self-doubt-and-imposter-syndrome-can-help-resilience-long-term/
Self-doubt and imposter syndrome can help resilience long-term
Self-doubt can grow as people take on more responsibility but this can help to grow resilience in the long-term, according to Goshka Folda, global head of research at ISS Market Intelligence.
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November 13, 2025 at 8:01 AM
ftadviser.com
FT Adviser and PFS launch survey to hear advisers’ views on internships
https://www.ftadviser.com/ft-adviser/2025/11/12/ft-adviser-and-pfs-launch-survey-to-hear-advisers-views-on-internships/
FT Adviser and PFS launch survey to hear advisers’ views on internships
FT Adviser is launching a survey with the Personal Finance Society to understand adviser attitudes towards internships, as part of the Society’s Pathways to the Profession initiative.
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November 12, 2025 at 3:55 PM
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Stewart Investors name to disappear as funds moved to FSSA
https://www.ftadviser.com/first-sentier-investors/2025/11/12/stewart-investors-name-to-disappear-as-funds-moved-to-fssa/
Stewart Investors name to disappear as funds moved to FSSA
Management of the Stewart Investors Asia Pacific Leaders fund, a £5.1bn strategy, will move to fund house FSSA as parent company First Sentier abolishes the Stewart Investors brand.
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November 12, 2025 at 2:30 PM
ftadviser.com
Govt to ‘reconsider’ Waspi compensation decision
https://www.ftadviser.com/state-pension/2025/11/12/govt-to-reconsider-waspi-compensation-decision/
Govt to ‘reconsider’ Waspi compensation decision
The government will ‘reconsider’ its decision not to award Waspi women compensation.
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November 12, 2025 at 11:54 AM
ftadviser.com
FSCS predicts lower 2026/27 levy as Sipp claims expected to drop
https://www.ftadviser.com/regulatory-fees-levies/2025/11/12/fscs-predicts-lower-2026-27-levy-as-sipp-claims-expected-to-drop/
FSCS predicts lower 2026/27 levy as Sipp claims expected to drop
The Financial Services Compensation Scheme is predicting the levy paid by regulated firms will be lower next year due to an estimated drop in Sipp claims.
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November 12, 2025 at 11:42 AM
ftadviser.com
Warning of widening gap between broker demand and lender innovation
https://www.ftadviser.com/buy-to-let/2025/11/12/warning-of-widening-gap-between-broker-demand-and-lender-innovation/
Warning of widening gap between broker demand and lender innovation
A widening gap between broker demand and lender innovation in the specialist buy-to-let market has been uncovered by Finova.
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November 12, 2025 at 11:19 AM
ftadviser.com
Barclays announces ‘bonanza’ rate reductions
https://www.ftadviser.com/mortgages/2025/11/12/barclays-announces-bonanza-rate-reductions/
Barclays announces ‘bonanza’ rate reductions
Barclays has introduced a “bonanza” set of rate reductions ahead of the Budget.
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November 12, 2025 at 8:46 AM
ftadviser.com
Sarasin launches retirement income solutions range
https://www.ftadviser.com/retirement-income/2025/11/12/sarasin-launches-retirement-income-solutions-range/
Sarasin launches retirement income solutions range
Sarasin & Partners has launched a range of retirement income strategies.
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November 12, 2025 at 8:37 AM
ftadviser.com
IHT on pensions driving ‘unwanted and damaging’ behaviour
https://www.ftadviser.com/retirement-income/2025/11/12/iht-on-pensions-driving-unwanted-and-damaging-behaviour/
IHT on pensions driving ‘unwanted and damaging’ behaviour
A survey looking at confidence in retirement has revealed a “mistrust in government” and uncertainty around the future of the state pension.
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November 12, 2025 at 8:27 AM
ftadviser.com
Would CPD be beneficial for financial coaches?
https://www.ftadviser.com/womens-wealth/2025/11/12/would-cpd-be-beneficial-for-financial-coaches/
Would CPD be beneficial for financial coaches?
Providing CPD for financial coaches would enhance the credibility and effectiveness of the role, according to the Women’s Wealth Alliance.
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November 12, 2025 at 8:08 AM