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.
Craig Kerrigan, National Account Manager at Key Group highlights how the later life industry is bouncing back after a challenging 2020, becoming stronger than before.
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.
Why does value investing work? Because, ultimately, it is a common-sense philosophy rooted in human behaviour – in effect, looking to buy pound coins when they are temporarily on sale for 50p.
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 Veronique Chapplow from M&G outlines how investing for impact is not only truly exciting, it also has terrific potential to address some of the world’s greatest challenges. It would therefore be a shame if its growth was held back by common misconceptions.
Steve Bryan, Director of Marketing & Distribution at The Exeter argues with the current pandemic in mind and the increased awareness of our financial wellbeing, it’s time for income protection to take centre stage.
As a business, we’re committed to delivering a more seamless and intuitive experience for advisers, part of which is a new personalised and responsive service, as Stuart Wemyss, Standard Life’s Client Services Director, explains.
Guest blogger Craig Kerrigan, National Account Manager at Key Group, highlights how and why equity release could be the solution to help your clients unlock the potential in their homes whilst helping deliver business growth in the second half of the year.
Guest blogger David Dudding Portfolio Manager, Global Equities at Columbia Threadneedle discusses how advertising spend was huge during lockdown, but it’s not the traditional players who are benefiting.
Guest blogger Nick Kirrage Fund Manager at Schroders argues that those who follow the discipline of value investing have to be prepared to do what other investors, for whatever reason, do not, will not or cannot psychologically.
Head of Corporate Accounts at Precise Mortgages, Liza Campion highlights the importance of understanding the self-employed market and the lenders that can support you and your customers.
Research from Octopus Investments reveals an unprecedented number of clients have delayed financial decisions. How can you help clients start their estate planning sooner rather than later?
