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Intergenerational wealth transfer is major client priority as financial planning firms invest in technology to enhance client experience
Clients of financial planning firms are increasingly looking for support with long-term priorities across retirement, estate planning and…
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Scottish Widows launches a pre-application underwriting decision tool for advisers
A new pre-application underwriting decision tool can be accessed via the Scottish Widows dashboard and is the quickest…
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Mandating pension investment in UK assets ‘risky’ move that could worry savers
David Brooks, Head of Policy at leading independent consultancy Broadstone comments on the latest Pensions Investment Review. “The…
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A quarter of investors have sold at a loss in the past year according to new research
Economic unrest risks investors making poorly-timed decisions, but research shows it has historically been more fruitful to stay…
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New HMRC surveys suggest valuable employment perks could be under threat
Two new surveys published by HMRC this week indicate that valuable employment perks such as salary sacrifice pension…
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Columbia Threadneedle: from ambition to action – giving pensions access to private equity returns
Hamish Mair, Fund Manager of CT Private Equity Trust comments on the Final Pension Investment Review in the full…
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Shepherds Friendly pays 96% of income protection claims in 2024
Shepherds Friendly paid out 96% of all income protection claims last year, a slight increase on its five-year…
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Adviser insight: Financial advisers need enablers, not blockers says Rosemount’s Ahmed Bawa
One of the challenges financial advisers face is the sheer breadth of areas that clients may want support…
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How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie
2025 is shaping up to be a busy year for the wealth management industry, says Tara Gillespie, Head…
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‘Risk that government pension reforms lose sight of member interests’ – ‘a step too far’ says Laura Myers, LCP
The Government’s focus on ensuring that all workers are enrolled in a pension scheme which provides good value…
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