Jenny Hunter
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SMART Client objectives – The foundation of planning and advice with Sparrow Solutions
How do we make sure the planning and advice we give our clients is right for them? This is the question Caroline Stuart…
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It’s time to level the playing field: Here’s why the APCC wanted to expand the Skilled Person Panel
Richard Farr, Working Group Chair at The Association of Professional Compliance Consultants (APCC) discusses why the APCC has worked to expand the Skilled Person…
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The impact of Artificial Intelligence (AI) on the Pensions and Insurance Industries
Looking forward to 2024, the trajectory of AI technology and how it will transform innovation, trust, security, and efficacy in financial services…
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Lifetime Allowance: How the transitional tax-free amount certificate can make a big difference
As we approach the new tax year, Justin Corliss, Senior Pensions Development Manager at Royal London, explores the upcoming changes to the Lifetime Allowance…
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Dynamic Planner’s Spotlight Report: an analysis of women in financial services
As we celebrate International Women’s Day today with a campaign looking at the role of women in finance, it’s useful to explore…
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Diversity is planting the seeds; inclusion is the soil in which they can grow by Bianca McMillan, Gravis Capital Management
“You don’t look like an engineer!” Don’t I? What do I look like then? Being a British Indian and raised in Spain, I’m no stranger to…
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Addressing the Discrepancy: Morningstar Research Finds Women Underrepresented in Crucial Board Roles
As we celebrate International Women’s Day today, it’s good to realise that diversity has made significant strides in the investing mainstream, notably…
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Women in finance: IFA Magazine is striving to #inspireinclusion in celebration of International Women’s Day today
Today, we once again are celebrating International Women’s Day (IWD) and the responses we have had from across the industry to our…
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What do tax-efficient investment solutions have to offer?
With the end of the tax year fast approaching, GBI Magazine’s Jenny Hunter provides a helpful reminder of what tax-efficient investment solutions…
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The Lang Cat research: Paraplanners say provider admin and disconnect with advisers are blockers to getting the job done
The lang cat has launched its sixth annual State of the Advice Nation (SOTAN) report, and today shares for the first time,…
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