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  • Retirement journeys set to change ‘significantly’

    30 September 2020

    Advisers will need to be prepared to service clients on very different retirement journeys to their current client base, with the landscape set to change significantly over the next 15 years, according to Canada Life.   By 2035, there is forecast to be 20.9 million people over the age of 60, but their retirement experiences...

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  • Royal London enters Later Life Lending market

    30 September 2020

    Royal London has partnered with later life mortgage adviser, Responsible Life, to enter the equity release market. The Royal London Later Life Lending service will provide customers with access to impartial and holistic advice on a range of later life mortgages. This service will be operated by Responsible Life. Crucially, the advice provided will...

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  • Asset management must do more to address diversity & inclusion

    29 September 2020

    Bev Shah, chief executive of City Hive, has called on the investment management industry to do more to address diversity and inclusion within the sector. In an open letter to chief executives, Shah said she was disappointed by the “lack of real, genuine action” by leadership to prioritise diversity and inclusion. Shah says that...

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  • Vulnerable client best practice high on agenda

    29 September 2020

    The overwhelming majority of advisers want to learn how to implement best practice when it comes to dealing with vulnerable clients, new research has shown. According to a survey by retirement specialist Just Group, 91% of advisers were interested in learning about practical ways to improve their understanding and processes, with 98% of advisers...

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  • Octopus Apollo VCT opens £25m fundraise

    29 September 2020

    Octopus Investments has launched a £25 million fundraise for its (£141m) Apollo VCT, which invests predominantly in commercialised B2B technology businesses with a growing customer base, repeating revenues and the potential for significant expansion. The latest fundraise, the company says, provides an opportunity for Apollo to capitalise on the increased technology adoption among businesses post...

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Latest Development

Lifetime Allowance UFPLS case study

The Prudential Technical team explains the differences between the...

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Investment Committee Webinars: Income – how do we fix the problem?

30 September 2020

Finding income – a huge issue for those requiring a steady income stream and for investors in general...

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