Guest blogger Ian Smart, Product Architect at Royal London highlights how when thinking about inheritance tax planning, one of the simplest things to do is put a Whole of Life plan in place to provide the funds to pay this after your client’s death.
M&G Investments’ latest SDG Reckoning report reveals that the world is on track to deliver only six of the 17 United Nations Sustainable Development Goals (UN SDGs).
If the valuation gaps we see today are to return to something more akin to ‘normal’ in the context of long-term history, the value recovery that began at the end of last year still has a long way to go.
Jenny McGivern (Propositions Manager) and Matt Usher (Change Delivery Manager) from Aviva, give their take on transforming customer communication on protection policies from dull and uninspiring annual statements into timely, flexible communications based on customer actual life events.
Jessica Franks, Head of Retail Investment Products at Octopus Investments, explains why having knowledge of a wider range of investments will leave you with a stronger business this year.
Client propositions are slowly being reshaped to meet sustainability preferences, reflecting the times we’re living in, as Alastair Black, abrdn’s Head of Industry Change, explains.
Neil Birrell, Premier Miton’s Chief Investment Officer and manager of the Premier Miton Diversified Growth Fund, looks at why active management doesn’t mean you always have to be active.
Is it time to start closing the knowledge gap in order to address the advice gap? Royal London's Jamie Jenkins looks at what stops people from seeking financial advice.
Guest blogger Adam Rawling from Tatton Investment Management highlights how investors and businesses alike will find it more difficult to ignore ESG investing, especially as it becomes less niche.
Guest blogger Ian Smart, Product Architect at Royal London highlights how when thinking about inheritance tax planning, one of the simplest things to do is put a Whole of Life plan in place to provide the funds to pay this after your client’s death.
Charles Bond, an Asian and Emerging Markets Equities Fund Manager, highlights a good example of a Chinese internet stock, Baidu, which has moved from being a contrarian investment to a very sought after stock.
