I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]
Watching 70 presentations in two days is an exhausting experience, as anyone who has been to Finovate will tell you, but it is well worth it because of the range and diversity of ideas presented. As a regular attendee (this is my tenth Finovate) I have found it is valuable to identify the presentations I […]
Following a cabinet reshuffle in light of last week’s general election, David Cameron has announced that Ros Altmann will be replacing Steve Webb as pensions minister. As the industry works with one of the largest reforms to the sector in almost a century, the former adviser to Tony Blair has been tasked with ensuring that the pensions revolution does not stray off track.
Nucleus has reported a 26 per cent increase in pre-tax profit for the first three months of the year. The platform made a £564,000 profit in Q1, up from £449,000 in Q1 2014. Gross inflows for the first quarter of the year totalled £510m, up by 6 per cent from £481m in the equivalent period […]
We’re all familiar with one of the key barriers to people taking out protection – affordability. In our recent State of the Protection Nation research*, this was the top reason given by consumers for not owning life insurance (29%), critical illness (32%) or income protection (31%). But protection doesn’t have to cost as much as […]
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- How much are advisers charging for pension transfers?
- Aegon apologises to advisers over Cofunds replatforming
News and expert analysis straight to your inboxSign up