Fixed Income in the News
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Royal London extends online trusts to personal menu plans
Mutual insurer Royal London has made further improvements to its digital services by extending its online, signature-free trusts process to its Personal Menu…
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Six changes for the new tax year: Aegon’s Steven Cameron provides a useful summary of key considerations
As advisers sew up the busy last few days of the 2022/23 tax year, there is a long list of tax considerations…
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The Openwork Partnership launches new Partnership Development Model
The Openwork Partnership has launched its new Partnership Development Model, designed to provide additional support to partners and enhance the recruitment and…
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SimplyBiz and Comentis join forces on vulnerable clients’ support
SimplyBiz has announced it is working with tech provider Comentis to further strengthen the range of services it offers to help advisers…
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‘Proactively settled’ trial to proceed says the FOS as it publishes Feedback Statement on outcome reporting consultation
The Financial Ombudsman Service(FOS) has published its consultation Feedback Statement on proposed amendments to the way it reports business-specific complaints data. “Over…
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Six key points for pension savers as new tax allowance rules come in on April 6th
In his Budget last month Chancellor Jeremy Hunt dropped what was, in the world of pension taxation at least, something of a…
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Property considered essential to retirement finance: Only 1 in 5 wealthier homeowners haven’t factored their home into their later life planning
New research suggests that just one in five (20%) wealthier homeowners believe that their property will not play a role in their…
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Half of UK adults don’t have a Will
New research from Canada Life has found that one in two (50%) UK adults don’t have a Will. Perhaps surprisingly, a third of…
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One in 12 grandparents use property wealth to support grandchildren
Research from Legal & General Home Finance has found that grandparents are providing financial support for their grandchildren (79%) and one in 12…
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Unleash the Power of Laughter: Exclusive Data Reveals Humor’s Impact on Mental Health This April Fools’ Day
Stress Relievers’ Club, a leading online platform for stress management resources, has released exclusive data highlighting the mental health benefits of humour…
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