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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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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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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Why the protection gap isn’t closing – Legal & General
Exclusives, Insurance and Protection
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s workin…
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Seneca EIS holding Wejo backed by General Motors
The Seneca Partners’ EIS investee business Wejo has been backed by General Motors, making it the most valuable British start-up in the…
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Brompton introduces new bike
Trendy bike company Brompton, favoured by many to complete their daily commute, has introduced a new version of their machine. The…
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Kuber Ventures adds three new funds
Kuber Ventures, the alternative investment platform specialising in EIS and SEIS, has added three new funds to its tax-efficient investment platform.…
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Foster Denovo Group acquires Orchard Wealth Cultivation
The Foster Denovo Group, a financial advisory business, has acquired Orchard Wealth Cultivation. Orchard is a family run financial planning firm based…
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deVere acquires UAE-based wealth adviser Prosperity
Independent financial advisory organisation de Vere Group has acquired Prosperity, a UAE-based wealth adviser. The value of the deal was not disclosed.…
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Fairstone sees client base rise to 51,000
Chartered financial planning firm Fairstone has seen its client base rise to 51,000 – a 25% increase on the previous year. The figures…
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The Exiteers | Foodpack
Bringing you news of successful exits in the sector Fund: Seneca Partners EIS Portfolio Service Exit: Foodpack DETAILS OF THE FUND The…
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Calculus appoints new Chair of VCT board of directors
Jan Ward CBE is to chair the board of the Calculus Venture Capital Trust. She will replace current Chairman Michael O’Higgins…
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EISA annual awards
The 14th EIS Association Annual Awards took place at the House of Lords. The Awards recognise excellence in a number of EIS…