Meg Bratley
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Staying compliant and competitive with technology to empower financial advisers
Written by Jordan Westcott, Managing Director at Timewade Regulatory compliance is a constant challenge for wealth managers and independent financial advisers. With…
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HSBC Life UK paid out £93 million in claims during 2024
HSBC Life (UK) Limited paid out £93 million in life insurance and critical illness claims during 2024 with paid rates at 97.53%…
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PFS appoints two new board members
The Personal Finance Society (PFS) has announced the appointment of two new Board members. PFS members Kate Gannon and Craig Palfrey will…
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NextGen Planners & Kinder Institute announce groundbreaking collaboration
The Kinder Institute of Life Planning and NextGen Planners have launched a pioneering collaboration that will bring life planning expertise to the forefront of the UK…
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House price growth remains solid in February
Headlines Feb-25 Jan-25 Monthly Index* 543.7 541.6 Monthly Change* 0.4% 0.1% Annual Change 3.9% 4.1% Average Price(not seasonally adjusted) £270,493 £268,213 *…
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Record Pension Credit applications driven by axing of Winter Fuel Payment
Rachel Vahey, head of public policy at AJ Bell, comments: “The DWP today is celebrating a surge in the number of Pension…
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Aegon responds to FCA latest pensions discussion paper on modellers, consolidation and SIPPs
In its response to the latest FCA Discussion Paper, Pensions: Adapting our requirements for a changing market, Aegon has welcomed FCA openness to update…
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Overseas clients key to growth for brokers, but finding lenders and navigating policy changes are major challenges
A new survey of 300 UK mortgage brokers has found: While most UK mortgage brokers see international clients as an avenue for…
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Over £100 million paid out to LifeSearch claimants in 2024
The UK’s leading protection specialist, LifeSearch, recorded 1,418 individual, family and employer paid claims in 2024, with insurers paying out a total of £105,070,803…
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ISA investing since 1999: how investing £1,000 a year beat Cash ISAs to the tune of £50,000
Laura Suter, director of personal finance at AJ Bell, comments: “Savers are paying the price for sticking to safe havens, as Cash…
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