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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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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Scottish Widows Platform adds Origo Unipass Identity to simplify adviser sign-on
Scottish Widows Platform now provides Origo’s Unipass Identity solution to enable advisers to securely and seamlessly single-sign-in (SSO) using their own Unipass…
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7IM launches strategic AI partnership with leading AI firm Aveni to introduce transformational technologies to support client-centric growth
Aveni.ai, the AI fintech business, has been selected by the client-centric, technology-driven wealth and investment management business 7IM as a strategic AI partner. The…
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Extended EIS Sunset Clause: Will Investors Seize the Opportunity?
Sarah Barber, Chief Executive Officer at Jenson Funding Partners It’s a welcomed move that the Chancellor has extended the EIS sunset clause…
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Poised for resilience and potential price appreciation
By Daniel J. Ivascyn, Alfred T. Murata, Joshua Anderson, Esteban Burbano We see meaningful value in high quality, more liquid bonds that…
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HMRC launches new campaign to pursue unpaid tax from crypto investors
HMRC has today launched a new campaign to encourage people to come forward and disclose any unpaid tax on crypto assets such as exchange…
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Savers rush to fixed-rate accounts before interest is cut – AJ Bell
Laura Suter, head of personal finance at AJ Bell, comments on the latest Bank of England Money and Credit data. She said: “Savings rates…
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Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte
Housing wealth can often be overlooked in the financial planning process, as homes are usually considered ‘off-limits’ and illiquid assets. But with…
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Artemis to launch its Leading Consumer Brands Fund
Artemis has confirmed the launch this week of its latest fund, designed to tap into the increasing appetite of the world’s ever-larger…
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Opportunities in Private Credit: Stepping In as Banks Step Out
By Jamie Weinstein, John Murray, Jason R. Steiner, and Kristofer Kraus, portfolio managers at PIMCO As banks pull back from many types…
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OPDA welcomes Government pilot projects for digital homebuying solutions
The Open Property Data Association (OPDA) has warmly welcomed the Government launch of pilot projects to explore digital solutions to improve the…
