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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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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Canaccord Genuity WM appoints senior wealth planner to Newcastle team
Canaccord Genuity Wealth Management UK and Crown Dependencies (Canaccord), a top ten UK independent wealth management firm by assets under management, has today…
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Xapien secures £8M in Series A funding to drive AI-powered transformation of research industry
AI due diligence provider, Xapien, today announced the completion of its £8M ($10M) Series A funding round led by YFM Equity Partners,…
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Podcast #86: Succession shares their strength and passion for the present and future of the M&A market
This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions…
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40 different Bills announced in today’s King’s Speech |reaction from the industry and beyond
With 40 different bills announced in the King’s Speech today as part of the State Opening of Parliament, there is much for…
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Columbia Threadneedle multi-manager Q2 2024 fund watch survey: IA Japan sector tops the charts again but few funds beat peers on a consistent basis
The percentage of funds delivering top quartile returns over three consecutive 12-month periods fell to 28 out of 1,440 funds in Q2 2024,…
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Labour announces Pension Schemes Bill in King’s speech | Detailed analysis from Quilter’s Kirsty Anderson
Following the King’s Speech this morning, Kirsty Anderson, retirement specialist at Quilter, has shared her detailed analysis into the key elements of…
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Surprise Pension Schemes Bill announced in King’s Speech | reaction from pensions’ experts
The measures contained in the Pension Schemes Bill announced today in the King’s Speech have already generated reaction from experts across the…
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Fundment launches Lifetime ISA
Fundment has launched a stocks & shares Lifetime ISA (LISA), delivering on adviser demand. The Fundment LISA provides a tax-efficient way for…
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Rental figures continue to rise by 8.6% in England
Today’s latest rental market figures from the Office for National Statistics showed average UK private rents increased by 8.6% in the 12 months to…
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Only two weeks to go until the second ‘Payments on Account’ deadline
The second ‘payments on account’ deadline is July 31st. With only two weeks to go, Stevie Heafford, Tax Partner at the accountancy firm HW…
