Short read
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The future of financial planning has arrived, for some
Andrew Storey, Group Innovation Director at EV We don’t have to remind advice and planning professionals about the fundamentals of good practice…
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8 out of 10 pensioner homeowners entitled to benefits failing to claim – missing out on £1,231 a year
• Just Group urges cash-strapped retirees to double-check their eligibility for State benefits • Retirement specialist’s annual insight report finds 79% eligible…
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Full speed ahead or slam on the brakes? Dealmakers diverge on AI adoption without government intervention
Written by Merlin Piscitelli, Datasite Chief Revenue Officer, EMEA Artificial Intelligence (AI) is transforming industries worldwide, promising improved efficiency and productivity across…
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PFS launches refreshed events programme for 2024
The Personal Finance Society (PFS) has launched a refreshed events programme for 2024, involving new, large-scale events, alongside extensive online and regional…
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Square Mile appoints Louise Babin as Senior Investment Research Analyst
Square Mile Investment Consulting and Research (Square Mile) has boosted its Research & Consulting team through the appointment of Lousie Babin as…
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One in five parents regret having no financial protection for sick or injured children – MetLife UK research
New research from MetLife UK finds a fifth (19%) of UK parents regret having no financial protection to support them should their child(ren) fall ill…
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UTB Announces Bridging Interest Rate Reductions and Lowers Minimum Loan Size to £100k
United Trust Bank (UTB) is sending a clear message to brokers that it is open for business in 2024 with a raft of…
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Specialist health and wellbeing support will mean better outcomes in 2024, says RedArc
Employers who offer health and wellbeing support, and the insurers who embed it as added value, must ensure that it is delivered…
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Broker advice still vital for consumers as 80% of UK workers wait to see an adviser before taking out an insurance policy
An overwhelming majority of UK workers will always seek financial advice before taking out any form of insurance, according to research by…
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Dependence on capital growth mindset when advising income-seeking retirees risks triggering suitability alarm bells
Advice firms applying a capital growth mindset to clients at and in-retirement are likely to be targeted by tougher regulation to improve…
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