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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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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Women and wealth transfer: Benchmark’s Gillian Hepburn brings fresh insight on the risks and opportunities for advisers
In this analysis, Gillian Hepburn, Commercial Director at Benchmark, reflects on fascinating research which was recently carried out by Benchmark. Here Gillian…
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Annual Greening Finance Prize – Oxford University announces winners
The University of Oxford has today announced the winners of the ‘Insight Investment – University of Oxford Prize for Greening Finance’, the…
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MPS sales slowed in first half of 2024, finds new ISS MI research
Model portfolio sales in the UK financial adviser channel slowed during the first half of 2024 as the boom of the past…
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Guest Insight: Novia Global’s Linda Johnstone is on the quest for clarity when it comes to financial literacy
Like many of us, Linda Johnstone (pictured), Head of Investment Proposition at international platform Novia Global, is a firm believer that the world…
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Discover more about TIME:AIM, an award-winning IHT planning service
TIME:AIM is an Inheritance Tax (IHT) planning service which invests in a portfolio of Business Relief (BR) qualifying AIM companies. It offers…
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Multi-asset solutions in the spotlight | IFA 132 | October 2024
Financial advice professionals are only too familiar with the importance of finding appropriate solutions to all sorts of challenges that come their…
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3 multi-asset funds that can help with future CGT management | HL’s Hal Cook
Chancellor Rachel Reeves is set to deliver her first – and much anticipated – Budget speech on October 30th. In this light,…
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YouGov poll shows public opposition to IHT increases remains strong even amongst Labour voters in 2024 election
Expect exemptions to be targeted in October Budget says Kingsley Napley, so estate planning is crucial A YouGov poll* commissioned by law…
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Podcast #94: Boosting the uptake of advice in the approach to retirement, with TPT’s Philip Smith
Helping us to dig down into the topic of retirement is Sue and Meg’s guest on the IFA Talk podcast today, Philip…
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Future Growth Capital announces senior leadership team
Future Growth Capital (FGC), the new private markets investment manager announced by Schroders plc and Phoenix Group in July, is pleased to name…
