Fixed Income in the News
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Key Advice deploys Air platform across all advisers
Key Advice, the UK’s leading later life lending adviser, is rolling out the Air platform to all its adviser population. From the…
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Canada Life: 56% of UK adults’ inheritance sum came as a total surprise
Discussing money during life is uncomfortable for many but inheritance it seems is an even greater taboo. New research from Canada Life…
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Moneyfarm Launches Find, Check & Transfer Pensions Service To Help Unlock Missing £26.6 billion
Moneyfarm, the award-winning pan-European digital wealth manager, is pleased to announce the launch of a new Find, Check & Transfer (FCT) service. The…
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Broadstone releases new report on settlement options for pension schemes
Broadstone, a leading independent financial services consultancy, has today released a report to guide pension schemes through the range of approaches they…
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Gold vs. CPI: Is Gold a More Stable Investment Than the UK’s Inflation Rate?
The consumer price index (CPI) measures a country’s current economic state by considering a range of goods and services. Unlike gold prices,…
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Adviser focus | Truly Independent’s Katie Brinsden highlights why clients’ financial journeys and expectation management are key
In this, in her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent,…
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How AI Can Transform Wealth Management Contact Centres
By Tom Cassidy, Wealth Consultant at Simplify Consulting Customer contact centres in the wealth industry face numerous obstacles including low customer satisfaction,…
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The UK’s tax system a significant barrier to ending regional wealth inequality, new research argues
The UK’s tax system is holding back efforts to level up the country, with the under-taxing of income from wealth exacerbating harmful…
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New FOS data reveals 70% jump in financial complaints
Complaints about financial products have increased by 70% in the past 12 months when compared to the equivalent figure from last year,…
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Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan
In this week’s episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down…
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