Jenny Hunter
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IFA Magazine special focus: Day 1 insights of our week long reflection on a year of Consumer Duty!
Welcome to our week-long editorial series celebrating the first anniversary of the Consumer Duty (CD). During this week, we will dive into…
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Unbiased: Generational stereotypes undermine the financial advice market
New research from Unbiased highlights the negative impact of generational stereotypes in personal finance, leading to consumer inertia or blindly following assumptions…
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Demystifying Decumulation: Insights from Brooks Macdonald’s Andrew Lewis
In an insightful interview, IFA Magazine’s Senior Financial Journalist Jenny Hunter speaks to Brooks Macdonald Senior Investment Director Andrew Lewis about his…
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CATS Ltd explores pension switch expectations and what a good file looks like
In amongst the ever-changing regulatory landscape, some core pieces of advice form the bulk of most of a firm’s business. Pension switches and replacement business tend to be some…
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How to retain full entitlement to the residence nil rate band using a discretionary will trust
Leading Estate Planning and Trust Services company, Solidus explain how you can maximise your clients inheritance tax allowances using trust arrangements. Where…
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Sparrow Solutions Report Writing Workshop: Release your inner storyteller
Whilst there are loads of technical exams and CPD for paraplanners, there’s actually very little practical training available. Sparrow Solutions, founded by…
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General Election 2024: Evelyn Partners address the pension and tax questions that savers are asking
Much is up in the air across many facets of pensions and tax policy, and until a few weeks ago the main…
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Royal London: A generation on ‘pause’ as cost of living concerns lead to delays in starting a family
A new report* published today by Royal London, the UK’s largest mutual pensions, protection and investment provider, shows significant increases across housing, energy and…
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PLSA comments on ‘Triple Lock Plus’ proposal for new State Pension
The Pensions and Lifetime Savings Association (PLSA) comments on the Conservative Party’s ‘Triple Lock Plus’ proposal. At present, a full new State…
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200,000 NHS workers losing hard earned pension payments due to lack of awareness
New analysis of freedom of information data from the NHS Business Services Authority (NHSBSA), gathered by wealth manager Quilter, reveals that 209,553…

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