22 Jul 2024

The King’s Speech – what it means for you

Patrick Mill, CEO | 18 July 2024 For professional advisers only Following Labour’s comfortable majority on 4th July, political commentators have been waiting with bated breath for the King’s Speech and the first real taste of the new government’s plans. The speech, which is written by the government and delivered by the monarch, sets out […]

Learn more

12 Jul 2024

What to expect from the new Labour government

Patrick Mill, CEO For professional advisers only Following a historic victory in last week’s general election, Keir Starmer is now the UK Prime Minister. With the dust settled on a dramatic campaign, let’s explore what the new Labour government has planned for pensions, tax, and the economy. While the details won’t be confirmed until the […]

Learn more

11 Jul 2024

Patrick’s quarterly deep dive – Q2 2024

Patrick Mill, CEO For Professional Advisers only I think we’d all say it’s been a fairly eventful quarter. This second quarter concluded with a significant milestone: after the two-year battle to get inflation back on target, it finally happened. Attention then turned to the Monetary Policy Committee (MPC) to see how it would respond. Despite […]

Learn more

03 Jul 2024

Increasing CIP admin burden drives surge in outsourcing

Robert Vaudry, Managing Director of Copia For professional advisers only In theory, Centralised Investment Propositions (CIPs) are a great way of managing client money, saving time by standardising the proposition for multiple clients and streamlining a lot of the administration involved. Unfortunately, we’ve found that’s not the case in practice for many advisers. Two years […]

Learn more

25 Jun 2024

The 2024 General Election manifestos: a brief analysis

The lang cat | 25 June 2024 For professional advisers only The main parties have now all unveiled their 2024 General Election manifestos. But what do these pledges mean for financial services? We take a look at what we know so far about the different parties’ plans for pensions, taxation and the economy. Pension reform […]

Learn more

18 Jun 2024

Market update: Improved economic data

Richard Warne, Senior Portfolio Manager, Copia Capital For professional advisers only Despite a mixed start to 2024, recent gains on the back of improved global economic data and expected rate cuts are providing a more positive outlook for investments. Richard Warne, Senior Portfolio Manager at Copia Capital, gives an update on markets over the last […]

Learn more

14 May 2024

Navigating the transition to retirement – now is the time to change gear

Tony Hicks | Head of Sales, Copia Capital | 14 May 2024 For professional advisers only The Financial Conduct Authority’s (FCA) recent review of retirement income advice makes it pretty clear what their direction of travel is – that advice firms need to reassess their existing retirement strategies, and any plans that leave clients in […]

Learn more

19 Apr 2024

Patrick’s quarterly deep dive – Q1 2024

Happy new tax year! I hope you had a smooth tax year end and wishing you a productive rest of the year. Welcome to the first of a new series of blogs from me, taking a deeper dive into my thoughts and reflections on the last quarter. Without further ado, let’s get into it… FCA […]

Learn more

02 Apr 2024

Embracing best practice in retirement income advice

This content is intended for professional advisers only. Tony Hicks | Head of Sales, Copia Capital | 2 April 2024 The FCA’s long-awaited review of retirement income advice has now been published. It highlights that while the Pension Freedoms legislation, announced almost exactly ten years ago, brought flexibility, it also added complexity to the financial […]

Learn more