View more on these topics

Aegon platform could be launched within a year

Aegon is working with wrap tech nology provider GBST on the dev elopment of its platform, which Money Marketing understands could launch within a year. Milestone Wealth Management principal Neil Mumford says: “Life companies need to be in that area because the traditional model is very much broken. The majority of life companies that stay in the market without a solution will struggle.”


Planning now for the residence nil-rate band

Graeme Robb, senior technical manager at Prudential, writes about the residence nil-rate band and the advice opportunities it presents for you when tax year-end planning with your clients. On our Planning Matters hub, we considered a widow, Margaret, and a married couple, John and Anne, for whom the residence nil-rate band (RNRB) is influencing planning […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment