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Vitality appoints Kathryn Conniff as Life Underwriting Service Director
Vitality has announced the appointment of Kathryn Conniff as Life Underwriting Service Director effective from January this year. Kathryn joins as a leader of operations, responsible for…
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Professional landlords continue to drive borrowing and advice demand
Professional landlords remain the main drivers of buy-to-let borrowing and advice demand, but confidence has softened slightly amid…
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What the Autumn Budget changes really mean for tax-efficient investing
If there’s one thing advisers have learned over the past few years, it’s that every Budget brings a…
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Tax planning and retirement income are top priorities for 2026 | Morningstar Wealth’s Steve Owen shares practical tips
With the end of the tax year looming and numerous changes from last November’s Autumn Budget coming into…
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8 in 10 over-50s underestimate life expectancy, putting retirement plans at risk
There are many unknowns when it comes to planning your retirement finances, but arguably the biggest is the…
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Vanguard appoints Matthew Haigh as Head of Adviser Sales, UK
Vanguard today announced the appointment of Matthew Haigh as Head of Adviser Sales, UK following the retirement of…
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Cost to borrow on credit cards hits 20-year high
Borrowers are urged to tackle debts faster as the cost to borrow on credit cards is at a…
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How to ensure your digital transformation doesn’t fail
Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear…
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Scottish Widows launches beneficiary nomination
Scottish Widows has introduced beneficiary nomination to help ensure money goes to the right people and to speed…
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Practical challenges – Navigating the FCA’s latest phase of Consumer Duty
Sarra Slegg, Business Development Support Manager at Sparrows Capital, outlines how the FCA’s latest Consumer Duty phase shifts…
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