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Claire Trott, St. James’s Place, warns pension savers of scam risks ahead of pensions coming into IHT in 2027
As changes to inheritance tax rules loom, savers are growing increasingly uneasy about the future of their pensions. Claire Trott, Head of…
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Traditional payment methods vs. embedded payments in CRM systems – a modern mortgage perspective
Written by Paul Clarke, Chief Growth Officer at Cashflows The mortgage industry has grown increasingly complex and competitive, shaped by volatile house…
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Nottingham Building Society comments ahead of the Bank of England’s rate decision
Harriet Guevara, Chief Savings Officer at Nottingham Building Society, comments ahead of the Bank of England’s rate decision: “Whether or not the base…
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New findings – IHT changes prompt rise in estate planning and legacy giving
Upcoming Inheritance Tax (IHT) changes are already beginning to influence the charitable Will-writing and estates market, with professional advisers reporting an increase…
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Study reveals insurance investment managers boost private assets allocations as capital increases
A new global study from Ortec Finance among insurance investment managers shows an increased appetite for private assets on the back of…
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AI adoption and workplace culture: why empowerment, not just efficiency, is the real opportunity
When we talk about AI in the workplace, the conversation often jumps straight to cost savings and job cuts. But what if…
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L&G announces 2024 Group Protection claims, prevention and rehabilitation outcomes
L&G today shares data that illustrates the importance of prevention, early intervention and vocational rehabilitation support for employers and employees. The data…
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GBAM urges action following second academic study finding of ‘Boutique Premium’
The Group of Boutique Asset Managers (GBAM), a global network of independent specialist asset managers is urging investment consultants, fund platforms, and advisers…
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Linda Johnstone, Head of Investment Proposition at Novia Global explains how advisers can help clients manage investor anxiety
Let’s face it, market volatility has been giving everyone whiplash lately. From geopolitical shocks to economic uncertainty, there’s been no shortage of…
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Average pension transfer takes just 11 days during busy tax year end
Simpler pension transfers took an average of just 11 days to complete in the lead up to one of the busiest times…
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