annual report
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Industry experts bring critical illness back into focus
In today’s evolving protection landscape, Critical Illness Cover (CIC) often takes a back seat to products like Income Protection, not because it’s less important,…
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Consumer Duty two years on: Consumer Support outcome deserves attention
In this series of articles, Chris Jones, Financial Services Director at Dynamic Planner, has been looking at the impact of Consumer Duty,…
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Daniela Silcock, Independent Pensions Consultant, explains why stability and realism matter in pensions
When it comes to pensions, the only constant seems to be change. Regulation, products, markets, everything’s in motion, and it’s no wonder…
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Why every firm needs a clear, evidence-based investment philosophy—and why it matters most when markets get stormy
At Paradigm Norton they believe that money matters, but life matters more. Money, and by extension investing, is important but you need…
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Bridging the AI trust gap: EV’s Chet Velani on why human insight remains the beating heart of financial advice
By Chet Velani, Managing Director at EV As artificial intelligence reshapes financial advice, the real differentiator won’t be speed or scale, it’ll…
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Reshaping trust and talent: how AI is redefining the insurance landscape in the UK
Written by Sarat Chand, Managing Director, UK&I, Wipro Limited The insurance industry is at a precipice of an AI-driven transformation. While the…
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Tracker funds: W1M’s Nersen Pillay highlights the illusion of diversification and the risks involved
Frequently hailed for their low costs and broad market exposure, tracker funds are a popular choice for many investors seeking passive investment…
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Budget watch – Charles Stanley’s Tom Hawkins highlights key points for advisers to think about
In the following analysis for today’s Friday Focus pre-budget feature, Tom Hawkins, Head of Intermediary Sales and Strategic Partnerships (South), Charles Stanley,…
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Pre-budget briefing: Practical tips on taking action to help your clients make better decisions
As part of today’s Friday Focus, looking at what advisers need to be doing ahead of the Chancellor’s budget on 26th November,…
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Pre-budget speculation reaches boiling point. Aegon’s Steven Cameron asks, will pensions face a fright?
It’s Halloween, and as Budget speculation reaches fever pitch, advisers are bracing for potential shocks lurking in Rachel Reeves’ Red Box. In…
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How AI can help IFAs meet Consumer Duty without losing the human touch
As the Financial Conduct Authority’s Consumer Duty raises expectations for fairness, consistency and documentation, advisers face growing pressure to balance compliance with…
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Guest insight | Targeted Support risks failing its promise without behavioural insight, warns Oxford Risk’s Greg B Davies
As the FCA prepares to roll out its targeted support framework, firms face both a regulatory opportunity and a compliance hazard. In…
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Opening up the protection conversation: why advisers must tackle the topics clients avoid
When it comes to talking about serious illness, silence often speaks louder than words. In this exclusive feature for IFA Magazine’s new Insurance & Protection,…
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Guest insight |The new outsourcing: intelliflo’s Richard Wake why advice firms are increasingly turning to technology
As advice firms look to boost efficiency and client engagement, many are discovering that the smartest outsourcing decision isn’t to a third…
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The Importance of regularly reviewing clients’ income protection policies
In recent years, the income protection market has seen long-overdue growth – a hugely positive step towards a more financially resilient population.…
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Beyond the paycheque: how income protection supports pride, purpose and wellbeing
In this exclusive piece for IFA Magazine’s New Insurance & Protection, Alan Waddington, Distributor Director at Cirencester Friendly, explores a vital but…
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Abolishing stamp duty is a blunt way of seeking to solve a complicated problem
Should SDLT be scrapped? In the following analysis, Cordelia Smith, Associate at Hunters Law LLP, explores the complex impact of Stamp Duty Land…
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Why the time is now to prepare for IHT tax shifts in 2027
From April 2027, pensions will no longer sit outside the inheritance tax net – a major shift that could reshape intergenerational wealth…
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Advisers shouldn’t rely on a rate crystal ball – Key Advice’s Will Hale on mortgage market trends and guidance for brokers
With recent movements in fixed-rate mortgages and the upcoming Budget on the horizon, Will Hale, CEO of Key Advice and Air, shares…
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Propertymark on what the latest mortgage data means for the housing market
As the latest Moneyfacts data reveals a modest uptick in mortgage rates, questions are once again being asked about the property market’s…
