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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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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Canada Life appoints Emma Watkins as UK CEO
Canada Life is pleased to announce the appointment of Emma Watkins as UK Chief Executive Officer, effective 1 September 2025, subject to…
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Shackleton acquires the Chetwood Group
Shackleton Advisers Limited (“Shackleton”) is pleased to announce the acquisition of the Chetwood Group, further strengthening its presence in the South West…
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Aegon Master Trust to introduce pension tracing and consolidation service for employers
Aegon has enhanced its Member Insights platform for Master Trust clients through a new integration with The Pension Lab, delivering a more…
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Higher yields likely if ‘big beautiful bill’ passes: T. Rowe Price
As voting on Donald Trump’s tax and spending bill continues in the US House, Blerina Uruci, chief US economist at T. Rowe Price, explores…
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Affluent investors double allocations to alternatives and gold, HSBC Snapshot reveals
Affluent investors reshaped their portfolios over the past 12 months by doubling allocations to alternative investments and gold while reducing cash levels by…
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Why property must take centre stage in financial planning conversations
Written by Matthew Cumber, Managing Director, Countrywide Surveying Services For most people, property is the most valuable asset they will ever own.…
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Hinckley & Rugby for Intermediaries launches 4.81% discounted remortgage product
Hinckley & Rugby for Intermediaries has announced the launch of a new two-year discounted remortgage product, effective immediately, at 4.81%. Available up…
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Fund manager view: Marlborough’s Tobias Bucks reminds us why equity investing should be about process, not preconceptions
Existential angst meets small-cap investing: Tobias Bucks (pictured), co-manager of the Marlborough Global SmallCap Fund explains why your gut feeling, like your…
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Morningstar Wealth’s Stanhope and Mills highlight key issues shaping multi-asset in 2025
From the renewed impact of US tariffs and higher-for-longer interest rates to a revived case for bonds and the evolving role of…
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Firms should take steps now as FCA publishes new non-financial misconduct rules, says RSM UK
As the FCA publishes new regulation on bullying and harassment in financial services firms, RSM UK says firms should take steps now…
