Long read
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Franklin Templeton’s Wang shares three investment lessons from a rollercoaster ride
Franklin Templeton’s Lisa Wang suggests practical, level-headed ways that advisers and investors can frame the massive market uncertainty caused by the Gulf…
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Vocational rehabilitation: driving better outcomes in income protection
With mental health now a leading driver of income protection claims, the role of vocational rehabilitation (VR) is coming into sharper focus.…
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Mortgage and property professionals react to the latest Halifax HPI data
Industry experts have been quick to respond to the latest Halifax House Price Index, with early signs that shifting mortgage pricing and global uncertainty…
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Understanding smoothed funds in changing market conditions, with Wesleyan
Feature brought to you in partnership with Wesleyan James Tothill, an Investment Specialist at Wesleyan, looks at how different types of ISA…
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Helping clients stay resilient: how brokers can manage affordability and structure lending in a higher rate market
Affordability remains one of the biggest pressures shaping today’s mortgage market, but as Nichola Bell, Strategic Partnership Manager at Saffron for Intermediaries,…
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Chronic stress at work: the early warning signs employers are missing
April is Stress Awareness Month. However, stress rarely arrives overnight; it usually builds quietly, as Dr Amy Pressland, Head of Talent and Performance at…
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Britain’s two-tier pension system; do we need a conversation about DB pensions and IHT, asks IFGL’s Steve Berridge?
As pension policy shifts continue to favour defined benefit schemes, IFGL’s Steve Berridge questions whether the UK’s increasingly divided retirement system is…
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AJ Bell Gilt MPS in spotlight as gilt yields jump on increased inflation risk
Rising gilt yields have bolstered the tax efficient returns profile of the AJ Bell Gilt MPS range, the group has reported today…
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Industry professionals react to February’s HMRC property transactions data
UK monthly property transactions picked up slightly in February, with HMRC reporting 102,410 completions. While this marks a modest rise from January,…
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Testing the outsourced review model | a real-world case study for IFAs
In the first two articles in this series, Rethinking annual reviews: the hidden constraint in UK advice firms and Measuring the hidden costs of…
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