The Aviva Platform offers a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs become simpler or more complicated over time, the Aviva Platform lets you adapt their investments to help fit their needs.
Investments
Half of UK adults would consider opening a British ISA
Almost one in five (18%) would definitely consider putting money into a British ISA Current ISA savers most likely to take advantage of the new product, with 57% of those who already have an ISA expressing interest A lack of savings (26%) and a disinterest in...
Money market funds explained: What are they and why do investors use them?
Money market funds have become increasingly popular with advisers and clients as rates have risen AJ Bell last year launched its Money Market MPS providing diversified exposure to a range of money market funds Money market funds could be attractive for some investors...
The impact of Artificial Intelligence (AI) on the Pensions and Insurance Industries
Looking forward to 2024, the trajectory of AI technology and how it will transform innovation, trust, security, and efficacy in financial services is very exciting. Here, Stuart Breyer, CEO of Mallowstreet which is an online social network and educational events...
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm offer advice...
AI – healthcare needs you! Latest investment note from 7IM
David Freitas, Investment Writer, 7IM, is reflecting on last week’s Budget speech and the announcement of a big chunk of funds being...
Investment companies deregulation: the rise of Skywalker? JB Beckett analyses talk of reform to sector regulation
Advisers may be becoming increasingly aware of a rising voice in the corridors of power, one to reform the regulation of U.K. investment...
Study reveals insurers are increasingly concerned about greenwashing when it comes to investing
Global study shows nearly half are very concerned about the issue 80% expect the range of investment opportunities available to...
This time it’s different…or is it? SimplyBiz’ Weisner reflects on bubbles, AI and the value of diversification when investing
In this topsy-turvy world of investment where the Magnificent Seven, AI and FOMO dominate and markets have been hitting new all time...
Women falling into Financial ‘Confidence Gap’
New study reveals the differences in how men and women save and invest Two in three women (69%) don’t feel confident about...
Lifetime Allowance: How the transitional tax-free amount certificate can make a big difference
As we approach the new tax year, Justin Corliss, Senior Pensions Development Manager at Royal London, explores the upcoming changes to the...
London rents continue to fall in February
Latest data from estate agency Chestertons reveals a 125% increase in the number of landlords choosing to reduce their asking rents in...
Tailored discretionary services: Skilfully bridging the gap and delivering for clients
Rebecca Stein, Head of Tailored Discretionary, Charles Stanley, tells us about the group’s Tailored Discretionary Managed service and why...
Smoothing, simplified. We learn from LV’s Head of Wealth Proposition, Kirsty Wright, why smoothed funds could be the ideal investment solution to help you to provide clients with some peace of mind.
What is the LV= Smoothed Managed Fund range? The LV= Smoothed Managed Funds are a range of five multi-asset funds, which benefit from our...
Tax year-end planning and why Tech Matters with M&G Wealth’s Les Cameron
With busy end-of-tax-year planning underway for advisers and paraplanners, having the right technical support on hand can be crucial. With...
Diversity is planting the seeds; inclusion is the soil in which they can grow by Bianca McMillan, Gravis Capital Management
“You don’t look like an engineer!” Don’t I? What do I look like then? Being a British Indian and raised in Spain, I’m no...
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