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Scottish Widows

Partner Insight: Tax benefits of Drip-feed Drawdown

Tax planning

Partner Insight: Tax benefits of Drip-feed Drawdown

Using the tax-free cash lump sum to supplement regular income payments can offer advantages over the more traditional option of taking it all at once. Scottish Widows' Gareth Davies discusses.

clock 29 May 2025 • 5 min read
Scottish Widows platform adds psychometric testing tool

Your profession

Scottish Widows platform adds psychometric testing tool

To help advisers better understand clients’ ‘financial personality’

clock 08 May 2025 • 2 min read
Financial advisers neglecting cybersecurity at their own risk

Your profession

Financial advisers neglecting cybersecurity at their own risk

Former Progeny CTO warns cyberattacks increasing while advice firms remain complacent

clock 03 February 2025 • 2 min read
Compliance costs forcing advisers to seek clients with more in the bank

Your profession

Compliance costs forcing advisers to seek clients with more in the bank

Average minimum portfolio size now at £117,000

clock 19 December 2024 • 3 min read
What's in an advice firm's brand? Not a lot, it turns out

Your Business

What's in an advice firm's brand? Not a lot, it turns out

'Businesses spend days, weeks, months even, agonising over their brand'

clock 12 December 2024 • 4 min read
FCA consults on targeted support for pensions to help close advice gap

Regulation

FCA consults on targeted support for pensions to help close advice gap

75% of consumers aged over 45 have no clear retirement income plan

clock 11 December 2024 • 6 min read
Half of advisers worry a platform could fail in next three years

Platforms

Half of advisers worry a platform could fail in next three years

Seek for reassurance about the platform market

clock 06 December 2024 • 2 min read
Multiply and Scottish Widows partner to 'transform' retirement planning

Your profession

Multiply and Scottish Widows partner to 'transform' retirement planning

Collaboration aims to deliver personalised pension guidance with AI tools

clock 02 December 2024 • 1 min read
Government's pension dashboard to launch before private sector

Pensions

Government's pension dashboard to launch before private sector

MoneyHelper Pension Dashboard to go live before commercial dashboards

clock 22 October 2024 • 3 min read
Paraplanners lean into AI to boost client outcomes

Technology

Paraplanners lean into AI to boost client outcomes

Scottish Widows research finds paraplanners increasingly utilising AI

clock 10 September 2024 • 2 min read
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