AFH
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HSBC UK awarded ‘Advanced’ Mental Health Accessible rating
HSBC UK’s ‘Advanced’ rating is the second of three levels firms can achieve through the Mental Health Accessible programme (the bank reached…
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Income Protection Action Week: shining a light on a lifeline too often overlooked
While insurance products like life cover and critical illness often take centre stage, income protection remains less widely understood, despite the profound…
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Why the protection gap isn’t closing – Legal & General
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s working population faces a protection gap,…
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Income Protection Action Week: protection claims – are we telling the whole story? The Exeter
Written by Jack Southcott, Head of Protection Proposition at The Exeter In the world of protection insurance, trust is everything. It’s the foundation…
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Income Protection Action Week: a vital opportunity to support clients’ financial security – The Exeter
Income Protection Action Week (IPAW) shines a spotlight on the role advisers play in raising awareness, driving conversations, and helping clients understand…
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Income Protection Action Week: what are industry professionals really seeing, and saying?
As Income Protection Action Week continues, the conversation around financial resilience is more relevant than ever. Amid rising costs, economic uncertainty, and increased awareness…
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Budgets, taxes and portfolios: what advisers should keep in mind – Aubrey Capital Management
Written by Anna Macdonald, CFA, Investment Manager, Aubrey Capital Management The UK’s next budget will not be delivered until 26 November, the…
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The art of storytelling for financial advisers: Explaining money like a human
Financial advice is about more than numbers. It is about people, their goals and the stories that help them make sense of…
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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 mounting debt, rising pensions costs, and…
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How the failure to prevent fraud offence brings fresh compliance risk to the UK’s financial advice | Ted Datta, Moody’s
In this piece from Moody’s, Ted explains how the UK’s new Failure to Prevent Fraud (FTPF) law extends liability to advisers, planners,…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients about the financial fallout from…
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet Betteridge,…
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Criterion launches new industry standard to streamline investment Letters of Authority
Criterion, the independent integration standards body, has today launched its new Letter of Authority (LoA) Checklist standard for investment products. The new…
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The Flower Group launches analysis solution to help advice firms grow
The Flower Group today announces the launch of powerful all-in-one data analysis tool Growth Centre, designed to support the commercial growth of…
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Advising UHNW clients on life insurance & estate liquidity
Written by Jacob Fay, Associate at John Lamb Hill Oldridge Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating…
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Fidelity Personal Investing launches ‘Freya’, a conversational AI interface to support customers’ needs
Fidelity International, the investment and retirement business, has announced the launch of ‘Freya’, an innovative AI conversational interface designed to enhance the…
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Income Protection Action Week: making protection a priority, not an afterthought
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucial yet…
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Five tips for property investors juggling multiple incomes, by a tax expert
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean greater financial security and freedom,…
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Nucleus launches CPD learning zone for advisers
Nucleus, the largest independent adviser platform group in the UK with over £100bn of assets under administration, today announces the launch of a new…
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Saturn upgrades pioneering AI meeting notes tool for advisers
Saturn has upgraded its pioneering AI Meeting Notes tool to help advisers summarise and review client meetings, enabling them to be compliant…
