Brooks Macdonald
-
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…
-
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…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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,…
-
Want to make your summer holiday permanent? Don’t forget about your pension
Standard Life‘s Dean Butler answers key pension questions for those looking for something more long-lasting. Dean Butler, Managing Director for Retail Direct…
-
Mortgage compliance teams could become more important, not obsolete
Written by Dawid Kotur, CEO of Curvestone Nobody knows exactly how AI will reshape mortgage compliance, but here’s one compelling vision: Mortgage compliance…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
-
Why education, engagement and inclusiveness are key to the future of financial advice | Truly Independent’s Cara Robinson
Education, engagement and inclusiveness aren’t just buzzwords – they could be the key to securing the future of the advice profession. In…
-
Why US buyers are flocking to prime UK property – and how they can avoid tax traps
Written by Alexa Kordowicz and Leigh Sayliss, Directors at law firm, Lawrence Stephens. With more Americans than ever making the move to…
-
Latest DWP figures highlight scale of early access to pension
Seven in 10 of the 3 million pension savers who have taken flexible payments since the 2015 ‘pension freedom’ rule changes were…
-
Average pension transfer times speed up since new tax year
Simpler pension transfers took an average of just 10.8 days to complete as the industry moved out of the busy tax year…
-
IHT on pensions is a consumer duty challenge for regulator and advisers
Market-leading later life lending platform Air is urging advisers and the regulator to focus on the Consumer Duty challenge posed by the…
-
OCIO mandates reshape fiduciary management as assets under management surge
Outsourced Chief Investment Officer mandates are reshaping the UK fiduciary management landscape, with recent findings from Isio revealing that large-scale OCIO deals…
-
Spotting the spin: JB Beckett on what advisers can learn from the world of Forensic Linguistics
In his latest, and highly thought-provoking, piece JB Beckett lifts the lid on Forensic Statement & Linguistic Analysis, the cutting-edge discipline helping…
-
Investments need to work smarter as we work harder – HSBC Life
Written by Mark Lambert, Head of Onshore Bond Distribution, HSBC Life (UK) Limited Record numbers of over-65s are still currently working with…
-
New access, new responsibilities: what private credit means for wealth advisers
Written by Marcel Schindler, Partner & Head of Private Debt, at StepStone Private Wealth Private credit has long been a cornerstone of…
-
Risk, regulation and the future of advice
When someone’s spent nearly two decades at the FCA and helped shape the way firms are supervised, you listen. And when that…
