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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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ISAs, EIS, VCT, and tax efficient investments. We asked our readers a number of questions on leading industry topics and the findings have been revealed
GBI & IFA Magazine’s weekly question series polls the past week focused once again on a diverse range of influential topics being…
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Fidelity International appoints senior fixed income portfolio manager Mike Riddell
Fidelity International has bolstered its fixed income team with the hire of experienced portfolio manager, Mike Riddell. Mike will join Fidelity in…
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Perenna teams up with Kuppa to bring transparency to retrofitting
Perenna has partnered with Kuppa, an energy intelligence provider, to create an interactive retrofit tool that supports homeowners to decarbonise their homes. The…
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Marygold & Co announces completion of acquisition of UK investment adviser
Marygold & Co. (UK) Limited has announced completion of its acquisition of Step-By-Step Financial Planners Limited, (“SBS”) a UK based investment adviser. …
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Dimensional Launches Sterling Short Duration Real Return Fund
Dimensional Fund Advisors Ltd. today announces the launch of the Dimensional Sterling Short Duration Real Return Fund. The fund offers investors seeking protection from unexpected…
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What if the Fed doesn’t cut interest rates this year? Capital Group
Written by Darrell Spence, Economist at Capital Group Earlier this year, many investors were convinced the US Federal Reserve was on track…
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Pension transfers times significantly improve, ahead of Pensions Dashboard staging dates, Origo Transfer Index data shows
Latest data from Origo shows that overall average pension transfer times have improved by 12.2% from January 23, reducing from 14 calendar…
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Dynamic Planner boosts DFM research capabilities
Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance…
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Berkshire Hathaway’s AGM Will See an Increasing ESG Presence: Morningstar Look Ahead
Lindsey Stewart, director of investment stewardship research at Morningstar, delves into what we can expect to see through an ESG lens. “The…
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HSBC Life UK enhances adviser support with IHT calculator
Recent HMRC data shows that total IHT (inheritance tax) receipts for April 2023 to March 2024 climbed to £7.5 billion – £0.4bn…