News

News Index

Purple Tuesday - improving customer access and experiences

08 November 2019

Purple Tuesday 2019 is an international call to action, focused on changing the customer experience for disabled people.

Insurance Day of Giving 2019

07 November 2019

On Thursday 7 November, the insurance industry is uniting to take on the 21st century's biggest killer.

How significant are the interest rate options that providers offer on mortgage protection?

06 November 2019

Protecting a mortgage against death or critical illness.

Dealing with the trust admin - is it worth it?

05 November 2019

Record keeping, accounting and dealing with HMRC.

Deliberately different diversification

05 November 2019

Global equity investing.

Keyperson cover for companies »
In last month’s article on the subject of keyperson cover we looked at cover for companies on the lives of both non-shareholding employees and shareholding directors/employees.

OTS review highlights pension taxation issues and offers some potential solutions »
The Office of Tax Simplification (OTS) has published a report reviewing the taxation of life events.

Technical news update 22/10/2019 »
Update from 3 October 2019 to 16 October 2019.

A costly diagnosis going hand in glove with a cancer diagnosis »
Cancer doesn’t just affect health, the financial cost can be devastating too.

Chartered is new benchmark: recruiters »
In 2018 Chartered financial planners earned £105,138, roughly 5 per cent more than advisers with a level four qualification (£99,697), according to a survey by specialist recruitment consultancy BWD.

Funeral cover - which insurers give more? »
Who provides funeral cover and in what product?

Which insurers offer the best support during claims? »
How providers can provide support during and after a claim.

The diminishing use of trusts: Are trusts still useful? »
According to the latest HMRC statistics the total number of trusts and estates registered for self-assessment fell by 6% to 149,000 in 2017-2018, continuing the downward trend that has seen the numbers fall by almost 30% since 2005.

It’s hard to stop a supertanker »
Market conceptions of the economic world.

Technical news update 08/10/2019 »
Update from 19 September 2019 to 2 October 2019.