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Podcast #125: The “Three Is of Investable Capital” – HSBC Life’s Mark Lambert on how and why onshore bonds could unlock better client outcomes
In this week’s episode of IFA Talk, Sue and Matt explore fresh insights from HSBC Life’s report, The…
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Inheritance tax enquiries jump by over a third in just one year
The number of Inheritance Tax (IHT) enquiries jumped by over a third (38 per cent) in the past…
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It pays to switch: why advisers shouldn’t let clients settle for sub-par annuity rates
Recent data from Canada Life shows that annuity rates are at the highest that they have been in…
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Robeco publishes 5th annual Global Climate Investing Survey 2025
A majority (56%) of global investors believe that President Donald Trump’s pro-fossil fuels and anti-clean energy agenda will…
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Aviva and FNZ unveil latest innovations to enhance adviser experience
Following the launch of its Onshore Bond on Adviser Platform last month, Aviva is pleased to announce its…
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Caring responsibilities among most common customer vulnerabilities, MorganAsh data reveals
New vulnerable customer data from the MorganAsh Resilience System (MARS) has revealed that caring responsibilities are one of…
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Rathbones analysis reveals active is outperforming passive on fixed income but being outsold
UK investors are risking potentially significant underperformance by following the growing switch to passive fixed income funds instead…
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What will AI bring to Group Protection? Asks L&G
Views from experts spanning condition prevention, early intervention, vocational rehabilitation and reinsurance. L&G today announces the launch of…
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Capgemini World Wealth Report 2025: Why UK advisers face rising risk in the great wealth transfer
The Capgemini Research Institute’s World Wealth Report 2025, published today, reveals the global high-net-worth individuals (HNWIs) population rose by 2.6% in 2024. Now…
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Pure Retirement becomes first lifetime mortgage specialist on Mortgage Broker Tools sourcing platform
Lifetime mortgage lender Pure Retirement has become the first equity release specialist to join mainstream sourcing platform Mortgage…
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