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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: 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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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: 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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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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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 concern among pensio…
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Income Protection Action Week: making protection a priority, not an afterthought
Exclusives, Insurance and Protection
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucia…
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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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Rathbones’ Jones: “Forget the US for a minute. Reeve’s fiscal headroom is dead. Now gilts need to stabilise, fast.”
Sharing his analysis of last week’s budget and today’s Trump election win, Rathbones Asset Management’s Head of Fixed Income, Bryn Jones, looks…
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It doesn’t matter what vulnerability training or policies advisers have in place if identification isn’t right to start – says Comentis’ Jonathan Barrett
A recent Chartered Insurance Institute (‘CII’) White Paper has urged firms to have a more robust understanding of vulnerability for their customer base. It…
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IHT on pensions disincentivises retirement saving, says RSM UK
The Chancellor’s decision to make unused pensions liable to inheritance tax (IHT) will reduce the motivation to save for retirement, when many…
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Trump victory could adversely affect UK expats living in the US, financial advisory firm warns
UK expats living in the United States will be looking cautiously at the position that the incoming Trump administration may take ontaxes,…
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Trump wins US election – but what will Trump 2.0 mean for the markets and the global economy? The industry reacts
Donald Trump has now won the US election and will become the 47th President in January 2025 – the oldest person to…
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Why investors need to be aware about the rise in Climate Litigation
By Aliénor Legendre, Research Associate at MainStreet Partners As the urgency to address climate change intensifies, the number of climate-related lawsuits is…
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Podcast #97: IFA Talk’s Budget Special | What do advisers need to know? With Dynamic Planner’s Steph Wilcox
In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that…
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Before AI met wealth management & the tech challenges we forget about
By Fraser Stewart, Co-founder of Lyfeguard In October 2022, the term “artificial intelligence” was barely a whisper in the public consciousness. Though…
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2.9 million teens bring finance to the dinner table
As the cost of higher education, housing and living expenses remain high, teens are becoming more switched on the importance of finances…
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Trump’s victory may reignite inflation fears, but near-term economic outlook remains positive
Written by Isabel Albarran, Investment Officer at Close Brothers Asset Management With Trump’s victory now certain, bond yields have risen, in tandem with…
