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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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ONP Solicitors launches recruitment drive for fully remote remortgage case managers
ONP Solicitors, part of Movera, has launched a national recruitment campaign to hire fully remote remortgage case manage…
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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: 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: 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: 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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New era of confidence: MAB data reveals buyers expect to purchase homes sooner
The latest research from Mortgage Advice Bureau (MAB), the UK’s leading mortgage intermediary, has revealed that prospec…
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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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Helping you to help your clients: A Q&A with Evelyn Partners
Evelyn Partners was born out of the merger between Tilney and Smith & Williamson, how has this benefitted your clients? We manage…
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THRIFT, SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazine we are showcasing the most innovative and ground-breaking companies…
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Income tax or national insurance cuts leaked as ‘on the table’ ahead of the Autumn Statement
New ‘leaks’ have emerged ahead of the Chancellor of the Exchequer’s watershed fiscal statement on Wednesday, with reports now suggesting that, alongside…
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Quilter: How rumoured cuts to income tax and National Insurance at the Autumn Statement would impact your client’s finances
Shaun Moore, tax and financial planning expert at Quilter, has explained the ways in which the rumoured income tax and national insurance…
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Equity release vs inheritance tax – how do both routes differ when passing wealth onto the next generation?
Chancellor Jeremy Hunt is expected to announce a cut inheritance tax (IHT) in his Autumn Statement, affecting 4% of all UK families.…
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Nationwide: Black Friday set to be biggest on record as Brits use sales to support Christmas spend
Black Friday is tipped to become the busiest on record as Nationwide Building Society predicts sales to be boosted by bargain hunters…
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Would an IHT cut be bad for the AIM market?
Many AIM shares are free from inheritance tax (IHT) if held for two years, but a cut in IHT could significantly reduce…
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Anna Davies appointed Wealth Proposition Director at The Openwork Partnership
The Openwork Partnership has announced the appointment of Anna Davies as Wealth Proposition Director, reporting to Rob Askham. In her new role,…
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Wesleyan’s new Equality Grant launches with a £70,000 donation to projects tackling inequality in society
Wesleyan, the specialist financial services mutual, has donated grants totalling £70,000 to eight organisations across the UK dedicated to reducing inequalities in their local…
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Octopus Investments launches £35m fundraise for its Apollo VCT
Octopus Investments, part of Octopus Group and the UK’s largest Venture Capital Trust (VCT) fund manager1, has announced the launch of a…
