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Technology

Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Technology

Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Firm aims for ‘fully integrated financial planning’ offering from next year

clock 07 December 2022 • 1 min read
Dunstan Thomas promotes Ihab El-Saie to CEO

Technology

Dunstan Thomas promotes Ihab El-Saie to CEO

Chris Read moves to senior group role

clock 04 July 2022 • 1 min read
1.5m UK adults retire with outstanding home loans - LV=

Retirement

1.5m UK adults retire with outstanding home loans - LV=

'Navigating the cost of living crisis'

clock 24 June 2022 • 3 min read
Aviva Financial Advice expands into annuities

Retirement

Aviva Financial Advice expands into annuities

'Holistic view of retirement needs'

clock 24 January 2022 • 3 min read
End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter

Pensions

End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter

'Urgent action needed'

clock 17 January 2022 • 2 min read
Government's plans to raise pension age by 2039 'blown out of the water' - LCP

Retirement

Government's plans to raise pension age by 2039 'blown out of the water' - LCP

Life expectancy trends changing

clock 17 December 2021 • 2 min read
PLSA launches dashboard guide with 26 urgent issues

Retirement

PLSA launches dashboard guide with 26 urgent issues

Guide also identifies seven key areas where urgent resolution is needed

clock 16 December 2021 • 2 min read
Altus and ITM partner to deliver pensions dashboard

Pensions

Altus and ITM partner to deliver pensions dashboard

'A straightforward route to compliance'

clock 23 November 2021 • 2 min read
Falling gilt yields drive DB transfer values to record high - XPS

Equity release

Falling gilt yields drive DB transfer values to record high - XPS

'Transfer activity has yet to recover from pre-pandemic levels'

clock 18 November 2021 • 2 min read
ESG calculators launch to increase investor sustainability insight

Technology

ESG calculators launch to increase investor sustainability insight

Greater transparency

clock 09 November 2021 • 4 min read
123
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The three triggers that are fuelling the 'great adviser retirement'

24 January 2023 • 4 min read
02

Continuum reports record jump in number of new advisers

26 January 2023 • 2 min read
03

What advisers need to know: Trust and trustees' tax position

23 January 2023 • 6 min read
04

Four new year's resolutions that every adviser should consider

26 January 2023 • 4 min read
05

Consumer Duty: Data strategy is 'key' for financial advisers

26 January 2023 • 3 min read
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