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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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Dan Kemp argues for compelling value opportunities across unloved geographies and sectors
Dan Kemp, Chief Investment Officer, EMEA, Morningstar Investment Management, argues that the dispersion in expected returns as a result of Covid-19 continues…
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Metro Bank suspends new Business Accounts
@peter_IFAMAG reads Twitter so you don’t have to. In what’s seen as the fallout from Bounce Back Loans, Metro Bank suspends new…
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Winners of CISI Financial Planning Awards 2020 revealed
Last night, the Chartered Institute for Securities & Investment (CISI) held their annual awards ceremony, albeit virtually, where the winners of their…
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What’s been happening at today’s CISI financial planning conference 2020?
As this virtual event got underway, 190 delegates joined in across the UK with a choice of sessions and break out groups.…
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KPMG auditor to a ‘suspicious Mauritius-based vehicle,’ linked to Wirecard
@peter_IFAMAG reads Twitter so you don’t have to. KPMG auditor to a suspicious Mauritius-based vehicle, linked to Wirecard. Meanwhile Pensions Minister is…
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Nucleus offers integrated approach to adviser fees as part of major platform upgrade
Nucleus, the adviser-built wrap platform, has delivered a range of new platform developments to support advisers in running their businesses as efficiently…
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Pictet Alternative Advisors launches first thematic Private Equity fund
Pictet Alternative Advisors (PAA), the Pictet Group’s wholly-owned alternative investment business line, has announced the launch of its first thematic private…
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Momentum Global Investment Management acquires Seneca Investment Managers
Momentum Global Investment Management Limited (MGIM), the UK-based subsidiary of Momentum Metropolitan Holdings Limited (listed on the Johannesburg Stock Exchange), will acquire…
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Pensions minister floats early pension access for house purchase…but is it a good idea?
Pensions minister Guy Opperman has reportedly expressed an interest in allowing people to access their retirement pot early to get on the…
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FEELING THE PINCH: COVID-19 DIVIDEND CUTS LEAVE 83% OF INCOME INVESTORS WORRIED ABOUT A LOSS OF INCOME
-89% of income investors suffer portfolio impact from COVID-19 -17% have had to change plans or lifestyle More than eight in…