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Criterion launches new industry standard to streamline investment Letters of Authority
Criterion, the independent integration standards body, has today launched its new Letter of Authority (LoA) Checklist standard for…
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MetLife UK & Reassured complete Three Peaks Challenge raising £36K for Winston’s Wish
Employees from MetLife UK, the employee benefits and protection provider, and life insurance broker Reassured jointly raised a total of over £36,000…
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The Flower Group launches analysis solution to help advice firms grow
The Flower Group today announces the launch of powerful all-in-one data analysis tool Growth Centre, designed to support…
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14% rise in ‘deathbed marriages’ over five years as couples wed to avoid 40% IHT burden
The number of short notice marriage applications, often referred to as ‘deathbed marriages’, jumped 14% in 5 years,…
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked…
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Rathbones: Portfolio management load cuts growth of IFAs by up to 20% firms say
UK financial advisers believe their current focus on portfolio management is costing them new business and hindering their…
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Just one in five UK adults “very” confident their family would be financially secure if the unexpected happened
UK health and life insurer The Exeter, has released new research showing how confident UK adults are that that their…
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Advising UHNW clients on life insurance & estate liquidity
Written by Jacob Fay, Associate at John Lamb Hill Oldridge Advisors working with high-net-worth and ultra-high-net-worth clients in…
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Fidelity Personal Investing launches ‘Freya’, a conversational AI interface to support customers’ needs
Fidelity International, the investment and retirement business, has announced the launch of ‘Freya’, an innovative AI conversational interface…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients…
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