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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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals…
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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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SimplyBiz members adopt over 1,000 Defaqto Engage licenses as part of upgrade programme
SimplyBiz has announced over 1,000 Defaqto Engage licences have been adopted by its member firms since an enhanced version of the financial…
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Puma Investments launches Puma AIM VCT
Puma Investments has launched the Puma AIM VCT, the first new AIM VCT to be launched in the market for 17 years.…
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Career starters face financial woes as 37% of young people struggle to pay off debt
Almost two in five (37%) 18–24-year-olds who are already in debt are struggling to pay it off, according to a two year-study…
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Tax incentives high on SMEs’ wish list for upcoming Autumn Budget
Ahead of a “painful” Budget expected this autumn, new research from independent SME funder Bibby Financial Services (BFS) reveals that UK SMEs…
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Legal & General Home Finance launches Video Support Hub for advisers
Legal & General Home Finance has launched a Video Support Hub on its website, offering financial advisers informative and easy-to-access video guides on Legal &…
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Sikoia’s AI solution powers OMS’s CRM and Originations platforms
OMS, the technology-led enquiry-to-completion processing platform for intermediaries, has today announced an exciting new partnership with Sikoia to further boost mortgage processing…
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A more connected industry: FE fundinfo’s Paul Ronan tells us how asset managers can turn data into their most precious resource
Guest insight from Paul Ronan, Chief Technology Officer at FE fundinfo The asset management industry stands at a critical juncture, buffeted by…
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Fed cuts US interest rates by 0.5% – what does it mean for markets and the BoE decision tomorrow? Reaction from across the industry
This evening, the US Federal Reserve (Fed) has lowered its benchmark interest rate by 50bps to 4.75-5% target range, with 10/19 officials…
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FCA publishes update on cash savings market and fair value
Today the Financial Conduct Authority (FCA) has published an update on the actions it has taken since their July 2023 cash savings…
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Labour could raise £25bn a year until 2040 by incentivising UK business owners to sell to staff says Price Bailey
The Government could raise up to £25 billion a year in tax and plug the “black hole” in the public finances by…