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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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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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Income Protection Action Week: making protection a priority, not an afterthought
Exclusives, Insurance and Protection
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucia…
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What to expect from the UK Tech sector in 2024 – Calculus
Written by Richard Moore, Director at Calculus How has the tech sector performed in 2023? When the cost of capital increases in line…
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Regulation 2023’s ‘No 1 headache’ but 9 in 10 firms confident Consumer Duty outcomes met, reveals Dynamic Planner’s Spotlight Report
In what has been a challenging year from both an economic and regulatory perspective, resilient advice firms are embracing change and looking…
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Access FS increases turnover by 128% and sets bold targets for the coming years
Access Financial Services unveiled a year marked by exceptional growth at its conference last week. The conference of 180 brokers and lenders,…
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Defaqto launches Consumer Duty Profiles for top 20 MPS portfolios
Defaqto has launched new independent Consumer Duty Profiles for the top 20 most frequently recommended discretionary MPS portfolios. Designed to help advisers…
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atomos buys up two regional advice firms
Financial planning-led wealth manager atomos is growing its footprint with the acquisition of two advice firms. Shore Financial Planning and Define Wealth…
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Mental health the biggest cause of absence: why well-being needs to be core to businesses in 2024
With workplace absences up year on year, Richard Bedworth, Sales Director at StaySafe, a leading provider of lone worker safety solutions, is urging…
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Soft landing now, cyclical recession later – Fidelity International 2024 investment outlook
In its global investment outlook for the coming year, Fidelity International outlines why it is important to adopt a scenario based approach which takes…
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Using Smoothed With Profits to help deliver effective financial planning solutions for clients
This is the fourth in our series of case studies designed to show how Wesleyan’s smoothed With Profits Growth Fund could help…
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Redmayne Bentley: resilient profits amid market volatility and inflationary costs pressures
Redmayne Bentley has reported robust financial results for the 12 months ended 31st March 2023, with profits remaining resilient amid market volatility and…
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Why China will be the “wild card for disruptive growth” – the most profitable sectors for 2024
Mark Hawtin, Investment Director, GAM Investments has commented on the outlook for growth equities in 2024. He said: “When we put all…