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MM Wired: Making IP the default
Topics discussed: • What are the market factors that prevent income protection from being more widely sold, e.g. pricing, consumer awareness? • Is there a tendency to go for the easy sell when it comes to protection, such as life or critical illness? • What needs to happen to make income protection the go-to protection […]
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Pete Matthew: The importance of selling up without selling out
I read with great interest Carl Lamb’s recent piece about the sale of his firm Almary Green to Standard Life’s advice arm 1825. In it, he eloquently explains the rationale for the decision to sell and argues the old distinction between restricted and independent advisers is changing. He even goes so far as to say he […]
Auto enrolment – so far so good?
Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]
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Ian McKenna: Go with the Intelliflo
Launches and developments announced at Intelliflo’s recent annual conference cements its place as a major player in the world of adviser software
Bank of England warns of Brexit costs to asset managers
The Bank of England’s latest financial stability report has warned on the costs of asset management, alongside banking and insurance, rising following the UK’s exit from the EU. The report says: “If asset management were to fragment between the United Kingdom and Europe, material economies of scale and scope that are currently achieved by pooling of funds […]
Billy Burrows: Is Brexit glass half full or half empty for retirement advice?
It is only a few weeks since we woke up to the news of a hung parliament. So what does the political backdrop mean for us? I am not in the business of making predictions but it is important to ask both ourselves and our clients whether the Brexit glass looks half full or half […]