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News Index

What's new bulletin June 2022

06 July 2022
Update from 17 June 2022 to 30 June 2022.

Why income protection insurance is essential – 5 things you should read

01 July 2022
Income protection should arguably be the cornerstone of any financial planning. However, the recent Swiss Re Term and Health Watch 2022 high ...

What's new bulletin June 2022

22 June 2022
Update from 3 to 16 June 2022.

What's new bulletin May - June 2022

10 June 2022
Update from 22 May to 2 June 2022.

Inflation… in context

26 May 2022
It’s inflation day today. So, you’ll see many broadcasters publishing ‘breaking news’ with headlines such as “prices rise at fastest rate fo ...

Highlighting the everyday value of protection policies – 5 things you should read »
With many individuals and households facing rising living costs and a squeeze on their income, there is a risk that valuable protection insurance products are seen by clients as a non-essential cost and therefore they may either forgo the cover entirely or cancel existing products.
Protection trusts for business owners »
For the purpose of this article the word “protection” relates to life assurance cover and this is closely linked to mortality.
Using claim case studies to save protection policies - 5 things you should read »
As individuals and households face an unprecedented squeeze on their income as a result of rising energy prices, tax increases and general price increases, many will be forced to make cutbacks and savings on their monthly expenditure.
What's new bulletin May 2022 »
Update from 6 May 2022 to 19 May 2022.
What were the major product updates and developments from the last 2 months? »
With 2022 seemingly flying by, we’ve continued to see lots of new product updates and changes announced by insurers.
What's new bulletin April - May 2022 »
Update from 22 April to 5 May 2022.
Domiciled, non-domiciled and the remittance basis of taxation »
We have recently seen numerous press articles regarding Akshata Murty’s non-UK domiciled status. The tax planning opportunities for these individuals can be vast. However, advice in this area will always be essential.
Thinking differently about… US equity markets in 2022 »
Every six months or so, the Investment Management Team puts a presentation together called ‘Thinking Differently’. Our aim is to outline a view of the world, usually by contrast with the prevailing investment wisdom.
Workplace pensions »
The latest workplace pensions statistics confirm the success of automatic enrolment but show that more needs to be done particularly in the private sector.
Protecting clients while their application is being underwritten - 5 things you should read »
Whilst in an ideal world protection insurance policies could be applied for and placed on risk immediately, unfortunately there are many scenarios where that isn’t possible.
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