Aegon emphasises the need for a significant reassessment of life after 50, citing unprecedented changes that call for a multi-staged approach to retirement and greater support from the government and employers. Aegon's...
Schroders has achieved top ratings for its global impact investment strategy after seeking independent verification of its process. This follows the introduction of a new metric: the Operating Principles for Impact Management. The...
The Investing and Saving Alliance (TISA) has published its United Nations sustainable development goals benchmark conducted in collaboration with The Disruption House. TISA has carried out an analysis of its sustainability practises,...
Confusion over the lifetime allowance (LTA) is generating more questions from advisers than any other topic at present. Royal London’s technical team reviewed the queries it received following training sessions and webinars...
Abolishing inheritance tax (IHT) would be a massive blow to the alternative investment market (AIM) in the short term with the potential to create significant market disruption, according to Wealth Club. The...
Pension withdrawals by those aged 55+ surged to £12.9bn in 2022-23, a sharp increase from £11.2bn in the previous year and £9.3bn in 2020-21, according to statistics from HMRC. The most recent...
Gallagher has named David Piltz as the new chief executive officer of its employee benefits & HR consulting division in the U.K. Piltz, who joined Buck in 1996, currently serves as the UK...
The Society of Pension Professionals (SPP) has raised concerns about fiduciary duties and the lack of a cost-benefit analysis in its response to the Department for Levelling Up, Housing and Communities (DLUHC’s)...
More people are avoiding financial discussions and concealing their financial concerns with one in five adults with financial advisers hiding finances from family, and 19 per cent feel too embarrassed to discuss...
The Personal Finance Society has created a new panel of advisers, policy professionals, and sustainable finance experts to improve advising standards and consumer outcomes regarding climate change and other sustainability challenges. The...
