Provider Partners

Blog categorized as Provider Partners

Broadening our themes
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.
01.11.21 12:13 PM - Comment(s)
2/3 Sustainable Development Goals at risk of not being met
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).
01.11.21 10:07 AM - Comment(s)
Markets conceal a stellar opportunity
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.
01.11.21 10:07 AM - Comment(s)
Hear from the experts - customer engagement
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.
27.10.21 03:25 PM - Comment(s)
Tatton - Business investment: why we care about capex
Lothar Mentel, CEO and chief investment officer at Tatton, explains why capital expenditure is an important part of any dynamic economy.
06.10.21 03:26 PM - Comment(s)
Looking beyond ‘vanilla’ tax-efficient investments 
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.
06.10.21 09:10 AM - Comment(s)
Later Life Lending
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.
04.10.21 01:12 PM - Comment(s)
How current times are being reflected in client propositions
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.
21.09.21 01:32 PM - Comment(s)
Value is for life, not just a few quarters
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.
21.09.21 01:07 PM - Comment(s)
In favour / out of favour
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.
14.09.21 01:37 PM - Comment(s)
What stops people from seeking financial advice?
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.
09.08.21 08:38 AM - Comment(s)
Hear from the expert - Income Protection
Income Protection Propositions Manager, Julie Higman, gives us an insight into what the last 18 months has meant for income protection.
05.08.21 09:26 AM - Comment(s)
Why impact investing is not charity - and five other myths
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.
29.07.21 03:16 PM - Comment(s)
Advice is key when it comes to protecting incomes
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.
19.07.21 01:22 PM - Comment(s)
We have a duty to make it easier for advisers
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.
14.07.21 01:19 PM - Comment(s)
Why it's never been a better time for unlocking your clients' financial potential
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.
28.06.21 01:47 PM - Comment(s)
The destruction of creatives
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.
23.06.21 11:00 AM - Comment(s)
Why we still believe in value investing
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.
23.06.21 10:41 AM - Comment(s)
What solutions are there for the self-employed?
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.
19.05.21 10:36 AM - Comment(s)
Preventing delays to estate planning
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?
07.04.21 10:25 AM - Comment(s)