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Trending Articles
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Income Protection Action Week: protection claims – are we telling the whole story? The Exeter
Exclusives, Insurance and Protection
Written by Jack Southcott, Head of Protection Proposition at The Exeter In the world of protection insurance, trust is e…
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Income Protection Action Week: shining a light on a lifeline too often overlooked
Exclusives, Insurance and Protection
While insurance products like life cover and critical illness often take centre stage, income protection remains less wi…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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Income Protection Action Week: highlighting the value of holistic support
Exclusives, Insurance and Protection
As the fourth day of Income Protection Action Week comes to a close, attention now turns to the final day tomorrow, a ch…
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Income Protection Action Week: helping advisers put income at the heart of client conversations
Exclusives, Insurance and Protection
This year’s Income Protection Action Week shines a spotlight on the vital role advisers play in helping clients protect…
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Income Protection Action Week: what are industry professionals really seeing, and saying?
Exclusives, Insurance and Protection
As Income Protection Action Week continues, the conversation around financial resilience is more relevant than…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals…
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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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Evelyn Partners appoints experienced wealth management professional to support continued growth of Jersey office
Evelyn Partners, the wealth management and professional services group, has announced the appointment of Craig McGuire as an Investment Director in its…
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Canada Life first provider to sign up to Origo annuity tracking service
Canada Life is the first provider to sign up to the new Origo annuity tracking service ‘Transfer Tracking’. Transfer Tracking is an…
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Royal London paid a record £731 million in protection claims in 2023
Royal London, the UK’s largest mutual life, pensions and investment company, paid 99% of all protection claims in 2023. According to its individual claims…
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Atom bank increases maximum LTV on large commercial mortgages
Atom bank, the UK’s first app-based bank, has increased the maximum loan-to-value (LTV) available on large commercial mortgages. Following the change, mortgages…
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Movera boosts team with two key appointments
Major home moving group Movera has appointed Karen Buckley as People and Culture Director and Sonia Robertson as Head of Talent in…
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The effects of a general election on the new tax year, according to LGT Wealth Management’s David Lane
Welcome back to our series of exclusive interviews with industry experts. In this series, we speak to key figures in the tax-efficient…
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Chetwood Financial acquires CHL Mortgages for Intermediaries
UK digital bank Chetwood Financial (Chetwood) has completed the acquisition of the buy to let mortgage lender CHL Mortgages for Intermediaries (CMI)…
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State Pension Triple Lock to Add £10bn Annually to Household Costs by 2034, Forcing Brits To Delay Retirement
Rudy Khaitan, Managing Partner of Senior Capital – the UK’s leading later life lending specialist – discusses how equity release represents a…
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VCTs bolster UK tech with £500m invested into high-growth early-stage companies
– VCTs provided vital funding in 2023 for over 300 emerging companies set to become UK tech’s future success stories. New data…
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200,000 NHS workers losing hard earned pension payments due to lack of awareness
New analysis of freedom of information data from the NHS Business Services Authority (NHSBSA), gathered by wealth manager Quilter, reveals that 209,553…
