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Money Marketing

@moneymarketing.bsky.social
133 followers 3 following 3.8K posts

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

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Money Marketing @moneymarketing.bsky.social · 14h
Are tech debt and AI spending heading for a crunch? Ben Gilbert explores rising corporate bond issuance, tighter spreads, and why government bonds are back in favour. Read the full piece: www.moneymarketing.co.uk/opinion/be…
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Money Marketing @moneymarketing.bsky.social · 15h
intelliflo has completed its acquisition of Mabel Insights, offering advisers free access to its research, portfolio analysis and financial planning tools. www.moneymarketing.co.uk/news/intel…
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Money Marketing @moneymarketing.bsky.social · 16h
How can advisers help clients overcome loss aversion and build retirement confidence? Watch Money Marketing & M&G’s on-demand webinar with Tom Browne, Dan Haylett & Karen Fitzpatrick: www.workcast.com/?cpak=603814655777…
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Money Marketing @moneymarketing.bsky.social · 17h
Struggling with CII study texts? Administrator Callum Dingsdale shares how switching to video revision helped him conquer his exams. Read the full feature: www.moneymarketing.co.uk/features/s…
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Money Marketing @moneymarketing.bsky.social · 17h
M&G has launched its first long-term asset fund (LTAF), targeting defined contribution (DC) pension schemes seeking greater exposure to private credit assets. www.moneymarketing.co.uk/news/mg-ta…
Close-up of elderly hands holding and counting coins, captured in black and white for a timeless feel.
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Money Marketing @moneymarketing.bsky.social · 18h
Foster Denovo has reported a 15% increase in revenue to £49.3m for 2025, marking its ninth consecutive year of growth. www.moneymarketing.co.uk/news/foste…
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Money Marketing @moneymarketing.bsky.social · 19h
The Morning Briefing: The UK’s £18.7bn lost pensions problem; What auto-enrolment teaches us about social care #TMB www.moneymarketing.co.uk/news/the-m…
moneymarketing.co.uk
The Morning Briefing: The UK’s £18.7bn lost pensions problem; What auto-enrolment teaches us about social care
Good morning and welcome to your Morning Briefing for Monday 12 October 2026. To get this in your inbox every morning click here. PPI reveals scale of
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Money Marketing @moneymarketing.bsky.social · 20h
Could auto-enrolment solve the social care crisis? Steve Webb explores how applying pension lessons to care funding could raise billions. Read the full piece: www.moneymarketing.co.uk/news/steve…
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Money Marketing @moneymarketing.bsky.social · 20h
More than three million pension pots worth at least £18.7bn remain lost in the UK, according to new research from the Pensions Policy Institute (PPI). www.moneymarketing.co.uk/news/ppi-r…
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Money Marketing @moneymarketing.bsky.social · 20h
Retirement is more than accumulation in reverse. Our special report with M&G explores how advisers balance growth, stability, and behavioural needs across a 30-year plan. Read here: digital.moneymarketing.co.uk/mandg-…
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Money Marketing @moneymarketing.bsky.social · 09/10/2026
From initial sceptic to mindful user: Amanda Newman Smith reflects on finding a practical balance with AI across work and life. Read the full Weekend Essay: www.moneymarketing.co.uk/features/w…
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Money Marketing @moneymarketing.bsky.social · 09/10/2026
The Financial Conduct Authority (FCA) has appointed Liam Coleman as chair of the Financial Ombudsman Service (FOS), with the approval of the Treasury. www.moneymarketing.co.uk/news/liam-…
moneymarketing.co.uk
Liam Coleman appointed FOS chair on permanent basis
The FCA has appointed Liam Coleman as chair of the Financial Ombudsman Service (FOS), with the approval of the Treasury.
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Money Marketing @moneymarketing.bsky.social · 09/10/2026
From archaeology dreams to fintech leadership: Tessa Lee discusses solving integration headaches and keeping advice human. Read Tom Browne’s interview: www.moneymarketing.co.uk/features/m…
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Money Marketing @moneymarketing.bsky.social · 09/10/2026
From SJP winding up its £1.4bn fund and HSBC adviser cuts to Badenoch’s IHT pledge, catch up on the 10 biggest UK wealth management stories in this edition of The Week in Brief: www.moneymarketing.co.uk/mm-tv/the-…
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Money Marketing @moneymarketing.bsky.social · 09/10/2026
The Morning Briefing: The future looks good for SIPPs & SSASs #TMB www.moneymarketing.co.uk/news/the-m…
moneymarketing.co.uk
The Morning Briefing: The future looks good for SIPPs & SSASs
Explore the insights in The Morning Briefing: The future looks good for SIPPs & SSASs and the evolving pensions landscape.
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Money Marketing @moneymarketing.bsky.social · 09/10/2026
Are FCA proposals risking the specialist SIPP market? John Moret examines industry concerns, consolidation pressures, and the outlook for SIPPs and SSASs. Read the full article: www.moneymarketing.co.uk/opinion/jo…
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Money Marketing @moneymarketing.bsky.social · 08/10/2026
With nearly 60% of UK adults holding no cover, how does protection bridge the divide? Phil Jeynes examines the lessons from the FCA market study. Read the full article here: www.moneymarketing.co.uk/opinion/ph…
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Money Marketing @moneymarketing.bsky.social · 08/10/2026
Brooks Macdonald appoints new CFO as Jones steps down after two years www.moneymarketing.co.uk/news/brook…
moneymarketing.co.uk
Brooks Macdonald appoints new CFO as Jones steps down after two years
Brooks Macdonald has appointed Lucy Tilley as its new chief financial officer (CFO). She replaces Katherine Jones, who has stepped down.
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Money Marketing @moneymarketing.bsky.social · 08/10/2026
World Financial Planning Day highlights the real purpose of advice www.moneymarketing.co.uk/news/world…
moneymarketing.co.uk
World Financial Planning Day highlights the real purpose of advice
One of the biggest misconceptions about financial planning is that it’s about money, tax investments or products. That may sound strange coming from One of the biggest misconceptions about financial planning is that it’s about money, tax investments or products. That may sound strange coming from someone who spends most of their working life talking about pensions, tax, investments and retirement income.
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Money Marketing @moneymarketing.bsky.social · 08/10/2026
We spend half our adult lives in transition. Dr Tom Mathar explains why financial advisers should approach every annual review like a fresh onboarding meeting. Read the full piece: www.moneymarketing.co.uk/opinion/dr…
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Money Marketing @moneymarketing.bsky.social · 07/10/2026
Scottish Friendly buys in-payment books of business from Fidelity www.moneymarketing.co.uk/news/scott…
moneymarketing.co.uk
Scottish Friendly buys in-payment books of business from Fidelity
Scottish Friendly has completed its acquisition of pension and annuity in-payment books of business from Fidelity International.
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Money Marketing @moneymarketing.bsky.social · 07/10/2026
Fundraiser launched for family of whistleblower Simon Andriesz www.moneymarketing.co.uk/news/fundr…
moneymarketing.co.uk
Fundraiser launched for family of whistleblower Simon Andriesz
A fundraising campaign has been launched to support the family of Simon Andriesz following his death in Thailand last month.
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Money Marketing @moneymarketing.bsky.social · 07/10/2026
Fairstone adds £170m AUM with Sussex firm acquisition www.moneymarketing.co.uk/news/fairs…
moneymarketing.co.uk
Fairstone adds £170m AUM with Sussex firm acquisition
Fairstone has added £170m in assets under management through the acquisition of Sussex-based Foundation Financial Planning.
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Money Marketing @moneymarketing.bsky.social · 07/10/2026
Will proposed care reforms leave clients underprepared? Phil Wickenden explores why feeling covered can create costly blind spots in retirement planning. Read the full article here: www.moneymarketing.co.uk/opinion/ph…
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Money Marketing @moneymarketing.bsky.social · 07/10/2026
Investors ditch equities for bonds as yields climb www.moneymarketing.co.uk/news/inves…
moneymarketing.co.uk
Investors ditch equities for bonds as yields climb
UK investors pulled a net £858m from equity funds in September while adding more than £1bn to bonds and cash, as rising yields boosted the appeal of lower-risk assets, according to Calastone.
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Money Marketing @moneymarketing.bsky.social · 07/10/2026
From 17 years in professional rugby to investment management. Joe Simpson reflects on discipline, competitiveness, and building trust with advice firms. Read the full Off the Record interview: ow.ly/nOEP50ZUvSi
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Money Marketing @moneymarketing.bsky.social · 07/10/2026
Why do relatable leaders matter so much in financial services? Steve Lamarque of Hilbert shares his career journey and why visible representation shapes future careers. Read the full piece: www.moneymarketing.co.uk/opinion/am…
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
The industry needs to remove the barriers preventing new and diverse entrants from joining the profession if it is to recruit the next generation of financial professionals. www.moneymarketing.co.uk/news/advic…
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
Who settles the IHT bill on pension benefits? Les Cameron examines the key practicalities, from scheme liabilities and withholding notices to bypass trusts. Read the technical guide: www.moneymarketing.co.uk/opinion/mg…
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
Financial advisers need to do more to counter the influence of unregulated social-media finfluencers as consumers increasingly turn to TikTok and artificial intelligence for financial guidance. ow.ly/Ugz750ZUTnt
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Finfluencers should be ‘rounded up and sent to Abu Dhabi’, says adviser
Financial advisers need to do more to counter the influence of unregulated social-media finfluencers as consumers increasingly turn to TikTok and Financial advisers need to do more to counter the influence of unregulated social-media finfluencers as consumers increasingly turn to TikTok and artificial intelligence for financial guidance.
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
AI can draft reports, but it cannot navigate human complexity. Anna Butcher explores why understanding neurodivergence in client service is vital for advice firms. Read the full article: www.moneymarketing.co.uk/opinion/an…
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
The Morning Briefing: APPG calls for FCA whistleblower probe; National Friendly launches short-term mortgage IP #TMB www.moneymarketing.co.uk/news/the-m…
moneymarketing.co.uk
The Morning Briefing: APPG calls for FCA whistleblower probe; National Friendly launches short-term mortgage IP
Good morning and welcome to your Morning Briefing for Tuesday 6 October 2026. To get this in your inbox every morning click here. APPG calls for FCA
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
APPG calls for FCA whistleblower probe after Andriesz death www.moneymarketing.co.uk/news/appg-…
moneymarketing.co.uk
APPG calls for FCA whistleblower probe after Andriesz death
A parliamentary group has called for an independent investigation into the Financial Conduct Authority's handling of whistleblowers following the death of former banker and whistleblower Simon Andriesz.
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
National Friendly has launched a new short-term income protection (IP) product, designed specifically to protect customers’ mortgage payments. www.moneymarketing.co.uk/news/natio…
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
200 new financial advisers have joined the industry, graduating from the St. James’s Place (SJP) Financial Adviser Academy. www.moneymarketing.co.uk/news/200-n…
moneymarketing.co.uk
200 new financial advisers join profession to support growing demand for advice
200 new financial advisers have joined the industry, graduating from the St. James’s Place (SJP) Financial Adviser Academy.
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Money Marketing @moneymarketing.bsky.social · 06/10/2026
Retirement income does not need to be an all-or-nothing choice. Joe Simpson looks at how structured products can bridge the divide between drawdown and annuities. Read the full insight: www.moneymarketing.co.uk/opinion/jo…
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Money Marketing @moneymarketing.bsky.social · 05/10/2026
Whistleblower Simon Andriesz, who raised allegations concerning US Commerce Secretary Howard Lutnick’s relationship with convicted sex offender Jeffrey Epstein, has died by suicide. www.moneymarketing.co.uk/news/whist…
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Money Marketing @moneymarketing.bsky.social · 05/10/2026
Up to 95% of consumers who abandon the protection-buying process could still be persuaded to take out cover, according to research from the Association of Mortgage Intermediaries. www.moneymarketing.co.uk/news/up-to…
moneymarketing.co.uk
Up to 95% of protection dropouts could still be won over, AMI finds
Up to 95% of consumers who abandon the protection-buying process could still be persuaded to take out cover.
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Money Marketing @moneymarketing.bsky.social · 05/10/2026
Regulatory focus has moved firmly from process to client outcomes. Rohan Stewart examines how advisers can effectively evidence comprehension and value in retirement planning. Read in full: www.moneymarketing.co.uk/opinion/ro…
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Money Marketing @moneymarketing.bsky.social · 05/10/2026
A team of former Downing investment professionals has launched boutique asset manager Capel Asset Management following a management buyout. www.moneymarketing.co.uk/news/forme…
moneymarketing.co.uk
Former Downing team launches £405m alternatives boutique
A team of former Downing investment professionals has launched boutique asset manager Capel Asset Management following a management buyout.
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Money Marketing @moneymarketing.bsky.social · 05/10/2026
AI makes it easy to generate the "perfect" application, but are CVs still useful? Victoria McLean shares why they remain crucial for advice firms. Read the full At the Helm article: www.moneymarketing.co.uk/features/a…
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Money Marketing @moneymarketing.bsky.social · 05/10/2026
The Morning Briefing: IPTF completes 7 Claims Stories series with deep dive on claims handling #TMB www.moneymarketing.co.uk/news/the-m…
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Money Marketing @moneymarketing.bsky.social · 05/10/2026
Pre-Budget speculation is pushing savers into snap pension decisions they may later regret. Neil Jones explores the cost of rushing tax-free cash withdrawals. Read more: www.moneymarketing.co.uk/opinion/ne…
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Money Marketing @moneymarketing.bsky.social · 05/10/2026
IPTF completes 7 Claims Stories series with deep dive on claims handling www.moneymarketing.co.uk/news/iptf-…
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Money Marketing @moneymarketing.bsky.social · 02/10/2026
Money buys comfort, but connection is priceless. Tabitha Lambie explores loneliness, community, and what makes a truly rich life in her Weekend Essay. Read the full article: www.moneymarketing.co.uk/features/w…
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Money Marketing @moneymarketing.bsky.social · 02/10/2026
Regulated firms’ confidence in the Financial Conduct Authority has increased over the past year, although concerns over regulatory and reporting burdens remain. www.moneymarketing.co.uk/news/indus…
moneymarketing.co.uk
Industry confidence in FCA grows despite burden concerns
Regulated firms' confidence in the Financial Conduct Authority has increased over the past year, although concerns over regulatory and reporting burdens remain.
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Money Marketing @moneymarketing.bsky.social · 02/10/2026
Hargreaves doubles transfer cashback in asset consolidation drive www.moneymarketing.co.uk/news/hargr…
moneymarketing.co.uk
Hargreaves doubles transfer cashback in asset consolidation drive
Hargreaves Lansdown has launched its largest-ever cashback offer, doubling the maximum payment available to £10,000 per account as it seeks to encourage existing clients to consolidate more of their assets on the platform.
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Money Marketing @moneymarketing.bsky.social · 02/10/2026
Almost a third of people in the financial advice profession put in more than 40 hours a week, with longer hours linked to a deterioration in work-life balance, research from intelliflo has found. www.moneymarketing.co.uk/news/third…
moneymarketing.co.uk
Third of advice profession working more than 40 hours a week
Almost a third of people in the financial advice profession put in more than 40 hours a week, research from intelliflo has found.
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Money Marketing @moneymarketing.bsky.social · 02/10/2026
Retired households receiving financial advice are almost twice as likely to be satisfied with their retirement income as those who have never sought advice, research from Quilter has found. www.moneymarketing.co.uk/news/advis…
moneymarketing.co.uk
Advised retirees twice as likely to be satisfied with income
Retired households receiving advice are almost twice as likely to be satisfied with their retirement income, research from Quilter reveals.
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Money Marketing @moneymarketing.bsky.social · 02/10/2026
From £91bn in pension withdrawals and triple-lock reforms to Nuveen's Schroders deal, catch up on the 10 biggest UK wealth management stories in The Week in Brief: www.moneymarketing.co.uk/mm-tv/the-…
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