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News Index

NextWealth and the PFS publish landmark benchmarking study

12 October 2021
The power of the financial planning profession is clear for all to see from the results of NextWealth’s latest survey of Personal Finance Society members.  
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Increasing protection insurance without underwriting

24 September 2021
In this ‘four things you should read’ we bring together some recent insights we’ve published on this subject, providing advisers with inform ...
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Linking and matching to achieve a single customer view

24 September 2021
In the region of 20 million households in the UK have motor insurance.
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Pension contributions & Social Care Levy

24 September 2021
The Health and Social Care levy and dividend tax increases will make pension contributions even more attractive.
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Neurodiversity

24 September 2021
This article considers neurodiversity and the needs of the financial services sector
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Insuring business owners »
In this ‘5 things you should read’, Protection Guru have pulled together a number of recent insights covering topics relevant to protecting business owners.
The Protection Guru Awards »
In this article we focus on the Protection Guru awards and the four main categories that you should know about.
What are advisers talking about on Protection Forum - Recap. »
Following the June Protection Forum meeting, we’ve pulled together all the transcripts from our two most recent forums.   
Age limits on protection insurance. »
In this week’s ‘5 things you should read’ we take a detailed look at age limits on protection plans.
Trust creation – What is an express trust? »
This article will cover some basic fundamentals of trust law that are essential before getting involved with advising clients on trusts.
New product launches and improvements in July. »
In this ‘5 things you should read’ we bring you a roundup of product launches from the last month.
Guideline returns for investment portfolios »
Matthew Yeates, Head of Alternatives and Quantitative Strategy, talks about guideline returns for investment portfolios.
Recent changes to insurer underwriting restrictions and limits »
In this ‘7 things you should read’ we’ve pulled together some of our recent insights on the easing of COVID underwriting restrictions and non-medical limits.
Protection insurance support benefits. »
In this ‘5 things you should read’, we’ve pulled together some of the recent insights we’ve written on this subject, which describe and compare some of these benefits. 
Minimum pension age increased. »
Increase in the normal minimum pension age to 57.   
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