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National IFA continues not-for-profit push with foster carer advice deal

National financial planner Lighthouse has renewed its deal to provide advice to members of not-for-profit foster carers support association FosterTalk. The 20,000-member organisation has extended its deal for Lighthouse to provide retirement planning, mortgage and investment advice to its members for another three years until May 2021. So-called “affinity partnerships” are becoming key to Lighthouse’s […]

Pension consolidator joins ABI as platform member

Pension consolidator PensionBee has joined the Association of British Insurers as a platform member, the third company to do so after Hargreaves Lansdown and Vanguard. PensionBee was set up in 2014 and last year sold a stake in its business to State Street Global Advisors. The ABI started its platform membership category last year. PensionBee […]

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Developing a claims experience with customers in mind

Ross Jackson – Senior Protection Marketing Manager, Royal London ‘Only available online’, ‘no home delivery on this product’, ‘you must apply in-branch’. Is it me or do many businesses still structure their services in a way that suits them? It’s not something that would be considered acceptable in today’s protection industry though admittedly it has felt […]

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Welsh govt could ‘take action’ if British Steel introducer found breaching £119k grant

The Welsh government gave an introducer at the heart of the British Steel Pension Scheme saga a £119,000 grant in 2014. Today the BBC reported Celtic Wealth Management received a grant to create jobs in Pontarddulais, Wales by “delivering a range of financial intermediation services”. The Welsh government website says it provides a range of […]

Are your clients taking enough risk to meet their pension goals?

Robin Geffen, Fund Manager & CEO An over-reliance on ‘low volatility’ products could be seriously limiting returns for investors saving for retirement. Whilst risk awareness is vital in portfolio construction, in our view the biggest risk to pension savers is not portfolio volatility; it is the very real risk of a retirement funding shortfall. View […]

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