Meg Bratley
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Transact adds Dimensional Managed Portfolio Service to platform
Transact has announced the launch of the Dimensional Managed Portfolio Service (MPS) on its platform, further strengthening its discretionary investment offering and…
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Copia Capital names Gary Stirrup as Director of Sales
Gary Stirrup has joined Copia Capital Management [Copia] as Director of Sales. He will lead the sales team in growing the discretionary…
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Broadstone advises STS Field Grant Limited Pension Scheme on £5m full scheme buy-in with Aviva
STS Field Grant Limited Pension Scheme (the “Scheme”) has secured a £5m full scheme buy-in with Aviva. The Scheme, sponsored by Key Technologies Limited…
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UK ranks 22nd out of 38 OECD countries on Zurich’s Chronic Care Index
The UK is falling behind its international peers in managing chronic health conditions, despite having one of the most advanced and future‑ready…
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NI&P Podcast #25: What does AI mean for protection, inclusion and the future of insurance?
In this month’s special New Insurance and Protection episode of IFA Talk, we explore how artificial intelligence is reshaping the insurance and…
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Landbay launches new Premier Remortgage AVM products alongside Premier rate cuts
Buy-to-let lender, Landbay, has today announced the launch of new Premier Remortgage AVM two-year fixed-rate products, alongside selected rate reductions across its…
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National Friendly expands adviser reach with Primis network partnership
National Friendly has announced that its award-winning suite of protection products is now available to advisers across the Primis Mortgage Network, one…
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Wesleyan launches two new With Profits funds for advisers
Financial services mutual Wesleyan has launched two new With Profits Funds to increase access to the benefits of smoothed investments for advisers…
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42% rise in prices since 2020 highlights value of inflation-linked income to preserve spending power
After many years of relatively modest price rises, inflationary pressures have been a defining feature of the 2020s. Prices have risen by 42% …
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Iress and PlannerPal simplify access to AI-powered advice workflows from Xplan
PlannerPal, an AI-powered workflow for financial advisers and wealth managers, and Iress, a financial technology company, have enhanced their existing partnership through…
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