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How retirement is changing

This short film outlines how increased life expectancy and increasingly varied lifestyles are reshaping the retirement journey and why it’s never been more important to have flexible, long lasting solutions for your clients.

For more insight, case studies and expert guidance on retirement planning, visit Scottish Widows’ website.

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Lloyds to acquire Zurich’s UK workplace business

Lloyds says the deal is a signal of its commitment to the financial planning and retirement sector Lloyds Banking Group is to buy Zurich’s UK workplace pensions and savings business in a deal that is expected to partially complete in the first quarter of next year. The Zurich business has more than £15bn assets under […]

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Adviser directories: Down but not out?

Adviser directories have fallen out of favour with advisers over the last year as Unbiased and VouchedFor pile on new services to keep IFAs interested, a new research project finds. Last year, Money Marketing and adviser marketing firm The Yardstick Agency ran the first comprehensive study of adviser attitudes towards Unbiased and VouchedFor, the two […]

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Platform picks new Sipp provider after merger

Platform Interactive Investor has picked Barnett Waddingham to run its Sipps after II’s merger with TD Direct caused the firm to break ties with AJ Bell. Money Marketing revealed in June that AJ Bell and TD Direct would sever their agreement in light of II’s acquisition over “uncertainty” created by the union. While the current […]

Grow your business by adding a support services angle to protection conversations

Protection isn’t just about a potential future financial pay-out. Some plans can help policyholders in the here and now, through the additional support services they offer. Talking to clients about these can help you to have more meaningful and positive protection conversations and grow your business. Scottish Widows Care comes with every protection policy and […]

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