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  • Aegon rolls out mental health workshops

    20 February 2020

    Aegon UK has rolled out a series of mental health training workshops to help its managers improve their understanding of mental health in the workplace. The instructor-led, four-hour interactive workshops are designed to help managers learn how to spot signs of mental health problems or distress in their colleagues and provide the right support....

  • Join us at our Team Leader, Investment Committee and Technical Insight Seminars

    9 February 2020

    This year Professional Paraplanner is running three series of events around the country – our Team Leader, Investment Committee and Technical Insight Seminars give paraplanners access to experts in their fields and tackle issues and provide insights from the point of view of the paraplanner. These are paraplanner exclusive events.  At Thursday’s Professional Paraplanner Team Leader Seminar held...

  • Income protection provider pays out on 95.7% of claims

    2 February 2020

    Income protection provider Cirencester Friendly paid 95.7% of claims in 2019, up on the 95.2% recorded during the previous year.  A total of 1,275 claim applications were made in 2019, of which 1,255 claims were considered and 95.7% of these paid.  In total, nearly £5.9 million was paid out. Reasons for rejecting claims included...

  • Protecting clients’ homes

    30 January 2020

    Chris Dunne, proposition manager, Scottish Widows, considers the protection needs for homeowners with new or existing mortgages Financial planning, where a mortgage is involved, should ensure clients have sufficient and the right kind of protection in place for their needs. This is equally important for both new mortgages being arranged and for existing ones...

  • Mental Health UK service increases financial confidence and wellbeing

    23 January 2020

    Mental Health UK’s Mental Health and Money Advice service, the first UK-wide online advice service for financial and mental wellbeing, has celebrated providing help to over 2,000 individuals. The service, launched in partnership with Lloyds Banking Group in November 2017, was designed to promote awareness of the link between mental health and money problems....

  • Company benefits help protect wellbeing of older workforce

    2 January 2020

    Unconscious ageism in the workplace continues to be an issue for employees of all generations, new research from AIG Life has revealed, but employers are addressing an ageing workforce through group benefits.  Nearly one in 10 (9%) of over-50s said they did not tell colleagues they had turned 50 for fear of being considered old. The...

  • LEBC launches ‘Bionic Advice’ App

    1 January 2020

    Advice firm LEBC has launched a new app to enable it to roll out its ‘bionic advice’ service to clients.   The app, called Hummingbird, allows clients to track their spending and access key information on their savings and investments, including ISAs and pensions, all in one place as a result of open banking...

  • Life expectancy average rises for both sexes

    19 December 2019

    The average life expectancy for men and women in Britain has risen in the past three years, according to the latest figures from the Office for National Statistics. The average lifespan of men increased by 7.4 weeks to 79.3 between 2015 and 2018, while for women, it rose by 4.6 weeks to 82.9 years....

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