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Trending Articles
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Income Protection Action Week: protection claims – are we telling the whole story? The Exeter
Exclusives, Insurance and Protection
Written by Jack Southcott, Head of Protection Proposition at The Exeter In the world of protection insurance, trust is e…
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Income Protection Action Week: shining a light on a lifeline too often overlooked
Exclusives, Insurance and Protection
While insurance products like life cover and critical illness often take centre stage, income protection remains less wi…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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Income Protection Action Week: highlighting the value of holistic support
Exclusives, Insurance and Protection
As the fourth day of Income Protection Action Week comes to a close, attention now turns to the final day tomorrow, a ch…
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Income Protection Action Week: helping advisers put income at the heart of client conversations
Exclusives, Insurance and Protection
This year’s Income Protection Action Week shines a spotlight on the vital role advisers play in helping clients protect…
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Income Protection Action Week: what are industry professionals really seeing, and saying?
Exclusives, Insurance and Protection
As Income Protection Action Week continues, the conversation around financial resilience is more relevant than…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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Why the protection gap isn’t closing – Legal & General
Exclusives, Insurance and Protection
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s workin…
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How the Government wants to revolutionise pension communications
The DWP has today published its response to a consultation on simplifying the annual benefit statements pension customers receive (https://www.gov.uk/government/consultations/simpler-annual-benefit-statements-for-workplace-pensions/outcome/government-response-simpler-annual-pension-benefit-statements) Government…
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Updated annual pension statement to exclude cost and charges info
@peter_IFAMAG reads Twitter so you don’t have to. The UK government decides against including info on Costs and Charges on updated annual…
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What were the Sunday papers’ money sections saying?
Here’s our weekly summary of the content in some of the leading National Media’s Money Sections this weekend. It’s a great way…
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Another 8x exit for Mercia EIS fund
There’s some interesting news from Mercia Asset Management, the proactive specialist asset management business which provides venture, private equity or debt finance…
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Upcoming event: Maximising the tax planning opportunities in your client bank
For professional advisers and paraplanners only. Tune in to the Octopus tax planning special on Thursday November 5 at 10am. Hear from…
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US trading app, Robinhood, gives one day notice for margin calls
@peter_IFAMAG reads Twitter so you don’t have to. US retail trading app, Robinhood, gives one day notice on a margin call. Meanwhile,…
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Jupiter Asset Management takes pole position as most popular group in Q3 2020
Royal London Sustainable World Trust fund most viewed responsible fund Artemis Global Select fund retains position as most viewed fund Advisers…
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EIS? VCT? Book your place on Mercia’s latest webinar 20th October
Advisers and planners are invited to participate in this webinar at 4pm, Tuesday 20th October. It is the latest in a webinar…
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M&G case study: investing in the road to zero carbon
For Investment Professionals only Among the core holdings in the M&G Global Listed Infrastructure Fund are NextEra Energy and Enel, two companies…
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IFAs and Planners wanting to buy or sell should consider acting before possible tax rises
IFAs and planners looking to sell their businesses should at least consider whether to do this in the coming months rather than…