Sue Whitbread
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Advisers are key to speeding up the life insurance journey says Rosemount FS’ Ahmed Bawa
Advisers are vital in shortening life insurance delays. In his latest blog for IFA Magazine, Ahmed Bawa (pictured), CEO of Rosemount Financial…
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Grandparents paying school fees? Legal expert warns of unintended consequences
In this analysis, Alice Edwards, Associate, at law firm Winckworth Sherwood, highlights some unintended and unwelcome consequences that might arise in cases…
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AIC highlights 50 Investment Trusts that would have made an ISA millionnaire
A total of 50 investment trusts would have made investors more than £1 million if they had invested the full annual ISA…
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Quilter platform sees huge shift to investment outsourcing
Outsourced investments have soared on the Quilter platform this decade, according to new data, as adviser appetite to run their own portfolios…
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FCA finds vast majority of ongoing suitability reviews delivered
The Financial Conduct Authority (FCA) has reported today that it has found that financial advisers are delivering suitability reviews in the vast…
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“The future of retirement advice: building on strong foundations.” Guest insight from BNY Investments’ Richard Parkin
Advisers face rising demand and evolving regulations, but the future is ‘bright’ according to Richard Parkin, Head of UK Retirement at BNY…
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HMRC ramps up successful investigations into tax evasion in the last year – Pinsent Masons
The number of criminal investigations completed by HMRC has increased 11% to 386 from 347, says multinational law firm Pinsent Masons, in…
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Bestinvest’s latest Spot the Dog report identifies new ‘paw-performing’ funds in this year’s dog house – including a number of ESG funds
Bestinvest’s latest snapshot of consistently underperforming investment funds has been released today. It finds 137 equity funds* – the same tally as…
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Trump, tariffs, tech, and the rest of the world: Simplybiz’ Wiesner shares his latest predictions
According to Fabian Wiesner (pictured), Head of Distribution Partnerships at Simplybiz, 2025 is shaping up to be a year of disruption and…
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Adviser insight: Truly Independent’s Katie Brinsden stresses why advisers must be approachable, affordable and indispensable if we are to break down barriers
Advisers must move beyond wealth-based client selection to become approachable, affordable, and indispensable for a sustainable and inclusive industry. That’s the view…
IFA Talk Insurance and Protection is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Insurance and Protection professionals.
