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New report: AI can’t replace human advice as demand for trusted advisers grows
Human financial advice is becoming increasingly important despite consumers turning to technology for support, according to the newly…
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In Focus: protection planning as the cornerstone of a strong financial plan
In this exclusive for New Insurance and Protection’s ‘In Focus’ series, Melissa Burrows, Financial Planner at KDW Financial Planning, highlights why protection…
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Over half of new lifetime mortgages were taken out by under-70s in 2025
Analysis by lifetime mortgage lender Pure Retirement has highlighted the underlying trends among new lifetime mortgages in 2025,…
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Cash still king as Cash ISA savers stay put
Only 2% of Cash ISA holders have opened a Stocks & Shares ISA since the Chancellor announced a reduction in the…
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The evolving role of EIS and SEIS and why early-stage risk still matters
In this exclusive interview with Tax-Efficient Investment (TEI) Magazine, Christiana Stewart-Lockhart, Director General of the EIS Association (EISA),…
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The adviser’s burden: building financial resilience in an age of uncertainty
This month’s In Focus campaign explores how advisers can help clients build and maintain financial resilience in a…
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In Focus: the resilience audit – why income protection is the only real foundation
As our ‘In Focus‘ series continues, Matt Down of Balgores Property offers a grounded, real-world perspective on the role of protection planning in building true financial…
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Mortgage Magic™ achieves full lender integration and launches bank-grade ‘Secured Portal’
Mortgage Magic™, the cloud-native platform transforming the UK intermediary market, today announced a major dual-milestone: the successful completion…
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Adviser conversations linked to higher charitable giving in Wills, new research shows
Professional advisers are playing a critical role in shaping clients’ decisions to include charitable gifts in their Wills,…
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In Focus: Later Life Lending can boost resilience as mainstream mortgage rates rise
In the following exclusive for our ‘In Focus’ series, Will Hale, CEO of Air, discusses how later life lending…
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