Blog by Mark

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.

How to communicate the risks of cryptocurrency to clients.

Lothar Mentel, CEO and chief investment officer at Tatton, explains why capital expenditure is an important part of any dynamic economy.

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.

Tenet Network Services has appointed dedicated buy-to-let (BTL) lender Zephyr Homeloans to its lending panel.

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.

Income Protection Propositions Manager, Julie Higman, gives us an insight into what the last 18 months has meant for income protection.

We are delighted to announce that Tenet has been nominated for the ‘Event Innovation Award’ at the 2021 Investment Marketing & Innovation Awards.

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.

Schroders Head of Investments Asia, Viswanathan Parameswar, on the four “M”s and why the 21st century belongs to Asia.

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.

Following the Chancellor’s Budget update on 3rd March, Jo Rigby, Tenet’s Technical Director summarises the key updates from Rishi Sunak’s statement.

Guest blogger, Liza Campion of Precise Mortgages explains why she is confidently optimistic about 2021 and why she encourages you to be the same.