Meg Bratley
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Standard Life deploys new annuity transfer tracker from Origo
Origo’s new Annuity Transfer Tracker service is being deployed by Standard Life giving advice firms instant, up-to-date information on the progress of…
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Employees demand support in ever wider array of areas: More than 20% of employers expect increased demand for caring, fertility, neurodiversity, addiction, and gender identity
Employers are facing great challenges in the areas where employees need support and there is now a huge variety of issues to…
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Consumers disappointed with range of financial services products on offer
With the government putting data at the heart of its plan for economic growth through introduction of the Digital Information and Smart…
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LAVA Advisory announces Groundbreaking Transition to Employee Ownership Trust, First Boutique M&A Advisory to become an EOT
With 100% of shares transitioning to employee ownership, LAVA now offers an even more compelling proposition for both existing staff and new…
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Latest earnings figures give ‘best indication yet’ of next year’s state pension triple lock increase
Steven Cameron, Pensions Director at Aegon, explains what today’s 4.5% earnings growth figure could mean for next year’s State Pension Triple Lock…
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Less than one in ten IFAs have seen an increase in clients paying into ISAs, despite April rule change
In one of the biggest shake-ups of Isa rules in recent years, and in a bid to encourage competition and boost rates,…
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The Small Idea: ‘It Don’t Come Easy,’ Guest insight from First Eagle Investments’ Bill Hench as he reflects on the current state of small caps
Analysis by Bill Hench, First Eagle Investments, head of the Small Cap team and portfolio manager. When pouring over a company’s financials…
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Advisers have changed their servicing approach as consumer duty hits first anniversary
Royal London, has found over two-fifths (43%) of advisers changed their client servicing approach as a result of Consumer Duty. The findings…
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Consumer Duty compliance – adviser/provider relationship key
IFAs should curate a wish-list for their MPS providers that will help them to evidence how they remain compliant with Consumer Duty,…
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Central Family Court hands down landmark ruling in matrimonial property case
In June 2024, HHJ Edward Hess sitting in the Central Family Court handed down his judgment in the case of RM V WP…
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