BNY Investments
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The power of cover upgrades: demonstrating real benefits for existing clients
Written by Jo Penrose, Head of Proposition, at Guardian Treating existing customers fairly can sometimes feel like something companies pay lip service…
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Adviser insight | IFAs must make the case for independence to deputies says Rosemount FS’ Ahmed Bawa
Written by Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) There is a lot of responsibility involved with playing the role of legal…
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Bank of England faces policy pivot
Written by Mark Michaelides, chief commercial officer of lender Molo While the Bank of England’s Monetary Policy Committee’s fifth rate cut in…
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The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
We’ve all heard the story: UK Baby Boomers are sitting on more than £5 trillion in wealth and, over the next 20-30…
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Thinking differently about fixed income | Guest insight from Richard Parkin, BNY Investments
Fixed income is often seen as the dependable corner of client portfolios, but recent market shifts have highlighted both its risks and…
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of State to prepare…
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How do fund managers talk to kids about investing?
As children prepare to head back to school, the Association of Investment Companies (AIC) has asked investment trust managers how they explain investing to…
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How advisers can help clients master the skill of spending
As retirement becomes more flexible and personalised, a surprising challenge is emerging: many people find it hard to spend the money they’ve…
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Just Group completes £56m full-scheme buy-in for Brother Staff Retirement Benefits Scheme
Just Group (“Just”) has completed a £56m full-scheme buy-in with the Brother Staff Retirement Benefits Scheme (the “Scheme”). The Scheme is sponsored…
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Support needed as volume of advisory firms and experienced advisers continue to fall
Numbers of financial advisory firms and advisers have fallen significantly since the start of 2022, especially in experienced and entry-level age groups,…
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M&G strikes a chord with $300 million Seeker music portfolio reimagining hit music
M&G’s over $300 million investment into the music publishing and record company, Seeker Music, (Seeker) showcases the role that weightless assets can…
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Aviva launches new guaranteed fixed term annuity to meet evolving retirement needs
Aviva has today announced the launch of its Guaranteed Fixed Term Income Plan, a new addition to its retirement income portfolio, designed to…
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Two-thirds of people unaware of how bonds can help with inheritance and tax planning
Insights from investment, protection and retirement specialist LV=, reveal a significant number of people (47%) plan to pass down their wealth to…
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TISA responds to FCA’s multi-firm review of life insurers’ pension transfer process
TISA have highlighted the importance of ‘effective solutions that allow consumers to transfer their pensions safely and efficiently’ ahead of new initiatives,…
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AI for pensions: transformative potential, responsible use
The pensions industry is entering a new era driven by the transformative potential of AI. From enhancing operational efficiencies to delivering personalised…
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Paris-style treaty for plastic’ falls flat – what does it mean for investors?
Efforts to establish a global treaty limiting plastic pollution have failed, as more than 170 countries fail to reach an agreement, despite…
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Supreme Court car finance ruling – what it means for victims and lenders
Written by Eddie Flanagan, Partner and specialist in debt and asset recovery at Shakespeare Martineau The recent Supreme Court judgment on commissions…
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Key considerations for IFAs to support clients when exiting a family business
Written by Jane Ingleby, Partner (Family), and Ellie Milner, Partner (Private Client), Mills & Reeve As more baby boomer entrepreneurs prepare to…
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Supercharge your pension: Moneyfarm’s top tips to maximise your retirement savings
As the cost of living and retirement expenses continue to rise, Moneyfarm, one of Europe’s leading digital wealth managers, shares its essential…
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Stuart Coombe, Partner at Old Mill, shares his journey from paraplanner to partner
What does it really take to grow from a paraplanner into a partner at a thriving wealth management firm? For Stuart Coombe,…
