Meg Bratley
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Government sets £25 billion minimum for ‘megafunds’ and threatens mandatory investment targets in latest pensions growth drive
Sweeping reforms to pensions aimed at driving more investment into ‘productive’ UK assets will require all workplace schemes to operate at ‘megafund’…
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Air turns the spotlight on the changing over-50s customer
Market-leading later life lending platform Air is putting the changing face of the over-50s customer at the heart of its National Later…
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Leasehold Reform Bill Aims to implement key changes, raising challenges for professionals and clients
Comment from the Association of Leasehold Enfranchisement Practitioners (ALEP) By Katherine Simpson, Partner at Edwin Coe LLP In July 2020 the Law Commission…
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How UK Platforms are redefining growth through tech and transformation
A new benchmarking report published today by The Platforms Association, the trade association for the investment platforms sector, has highlighted huge optimism for…
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Almost 1 in 3 young mortgage holders have no protection cover – LifeSearch and HomeOwners Alliance
Young adults are working hard to step onto the property ladder – but many are doing so without the protection in place…
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Intergenerational wealth transfer is major client priority as financial planning firms invest in technology to enhance client experience
Clients of financial planning firms are increasingly looking for support with long-term priorities across retirement, estate planning and intergenerational wealth transfer, according…
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Scottish Widows launches a pre-application underwriting decision tool for advisers
A new pre-application underwriting decision tool can be accessed via the Scottish Widows dashboard and is the quickest and most accurate way…
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Mandating pension investment in UK assets ‘risky’ move that could worry savers
David Brooks, Head of Policy at leading independent consultancy Broadstone comments on the latest Pensions Investment Review. “The Pensions Investment Review is…
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A quarter of investors have sold at a loss in the past year according to new research
Economic unrest risks investors making poorly-timed decisions, but research shows it has historically been more fruitful to stay invested than make any…
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New HMRC surveys suggest valuable employment perks could be under threat
Two new surveys published by HMRC this week indicate that valuable employment perks such as salary sacrifice pension schemes and Benefit in…
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