Sue Whitbread
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How to rebuild faith in an unpredictable pensions system | Insight from Nucleus’ Andrew Tully
By Andrew Tully, Technical Services Director, Nucleus Confidence is the cornerstone of long-term retirement planning, yet for many UK savers, that confidence…
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Spring Statement: calm at the despatch box, uncertainty beyond | Industry reaction to Chancellor’s speech
Ahead of today’s Spring Statement, the relative lack of media fanfare has been striking. Widely trailed as a ‘non-event’, advisers and market…
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Spring Statement: Time to embrace ‘boring’ says Royal London’s Jenkins
In her Spring Statement this afternoon, the Chancellor is expected to be aiming to reassure businesses and project more of a sense…
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Pensions IHT change could trigger ‘exodus of large DC pots’ – Steve Webb, LCP
There are growing signs that the Budget 2024 decision to include unspent pension pots in the scope of Inheritance Tax (IHT) is…
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Dan Kemp: why the urge to act can be the costliest move in a market crisis
In times of extreme geopolitical uncertainty such as we’re seeing right now, investment decisions aren’t always made rationally. In this timely reminder,…
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BNY Investments and NextWealth UK retirement advice survey finds advisers evolving their propositions
Research from BNY Investments released today, reveals financial advisers are evolving retirement advice approaches to better address client planning needs, against a…
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ISIO’s Mark Campbell comments ahead of tomorrow’s Spring Statement
While expectations are that the Chancellor’s Spring Statement tomorrow is unlikely to bring significant changes for advisers, Mark Campbell, Head of Wealth…
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Market perspectives: Middle East conflict, Columbia Threadneedle’s Willis assesses market impacts and implications
The latest military action in the Middle East has injected fresh uncertainty into global markets, following major combat operations launched by the…
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12 practical steps to help your clients prepare for the 2027 IHT changes
Aegon’s Elain Cruickshank shares practical tips to help advisers better support client needs given the changes, especially to pensions, that lie ahead.…
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Fintech ammonite-ai launches AI-powered Planbot, slashing report writing times for advice firms
Today, ammonite-ai is officially launching Planbot, its AI-powered report writing and file note software aimed at advisers and their businesses. With report…
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