Long read
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55% of advisers say clients are more worried about their family’s financial predicament than their own
The increase in the cost of living is being felt by almost every household, but interestingly a survey of financial advisers highlighted that…
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Lyfeguard wins Davey & Weber IFA, boosting efficiency through their IFA solution
Lyfeguard, a life planning assistant and document management platform for Independent Financial Advisers (IFAs), has signed up Davey & Weber IFA Ltd, boosting…
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Public awareness of “labyrinthine” NHS Continuing Healthcare still low – even though it can pay people’s care costs in full
Nearly eight in 10 people know nothing about CHC which could save them thousands in care costs Low awareness and complicated assessment…
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Stonebridge launches new AI functionality to further support ARs when advising customers with vulnerability
Stonebridge has announced the introduction of new functionality to its wholly-owned Revolution system to help AR firms and advisers identify and support…
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Redington launches Stewardship service to help asset owners hold managers to account
Leading independent investment consultant Redington has announced the launch of its Enhanced Stewardship Platform (ESP). The service, underpinned by Redington’s proprietary technology…
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Market report: Markets calm down and crisis fears ease – for now
Written by Steve Clayton, head of equity funds Hargreaves Lansdown Markets took a breather from fretting about banking contagion overnight. Wall Street…
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Over half of pension savers feel like they will never be able to retire as 1 in 10 cut contributions
Most current pension savers feel like they’ll never be able to retire, new Living Wage Foundation research reveals. Polling of over 3,000…
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Why VCTs should be on adviser’s radar in 2023
Written by Jack Rose, Head of Retail Sales at Triple Point Investment Management 2023 looks set to be a decisive year for…
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Is the financial sector facing its biggest test since the global financial crisis? Analysis from Kingswood’s Thompson
According to Rupert Thompson, Chief Economist at Kingswood, looking at the headline move in global equities last week and you would have…
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6 Practical Tips for IFAs to help ensure your customer interactions comply with the Consumer Duty
Written by Matthew Westaway, CEO, Voyc The Clock is Ticking… The new Consumer Duty has raised demanding expectations for UK financial services…
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