CCLA’s Berens: Unveiling ESG Clarity for Advisers
Environmental, social and governance (ESG) issues can often leave financial advisers feeling confused and uncertain. ...
Youth Prioritize Crypto Over Traditional Investments
In recent years, cryptocurrency has increasingly become a popular investment consideration for young people. A ...
“Longevity Risks Unveiled: Pension Schemes Report”
As longevity risk reaches 25% of the total risk associated with DB pension schemes, it is becoming increasingly important for these schemes to take measures to protect and secure scheme members. Through the introduction of 'made to measure' mortality assessments, demographic profiling, and tracking of predictive analysis, pension schemes can measure the success of their plans and uncover opportunities for enhanced security and the longevity of their members. These steps help to create a fuller picture of the current situation and allow for increased accuracy of the risk landscape. With the right levels of understanding and continual review, schemes can ensure that the best possible outcomes are achieved for members.
Sanctions Reveal Evolution in White Collar Crime
Ben and Rhys, both experts in white collar crime, provide advice on navigating the complex arena of financial services. A first step is to obtain an understanding of the applicable law, which may vary between jurisdictions. Advisers are also encouraged to evaluate cases correctly, considering the facts, legal options, and recent developments. Ultimately, this attention to detail and understanding of the ever-changing legal landscape will help financial advisers prevent serious consequences for themselves and their clients.
L&G Partners with CIExpert for Adviser Portal
Legal & General joining the platform is a major milestone in the goal of delivering customers the highest levels of financial protection.
7Advisers: Unveiling IPTF Lessons Learned
The protection industry is in a period of economic hardship, with numerous changes being made. This is an opportunity for stakeholders to adapt and make improvements; financial advisors need to advocate their services and the industry must simplify the overall protection process. With collaboration, trust can be established and the industry can become a safe and reliable place for customers, insurers, and financial advisors alike.
EY Study: Wealthy Investors Unsettled by Market Turbulence
Uncertainty drives unsettling change in investor behaviour, finds new Ernst & Young report. As investors ...
Soaring Home Prices Boost IHT Billions
Canada Life's Technical Director predicts that UK Treasury IHT receipts will surge in the coming years due to escalating house prices, possibly reaching an all-time high in 2020. HMRC reported raising £4.7 billion in IHT receipts in March, a three percent increase compared to 2017. Educating yourself on IHT and staying up-to-date with changing regulations is key to understanding how to budget responsibly and manage finances effectively.
Taming Stress in Your Entrepreneurial Journey
Stress Awareness Month is a great reminder for employers to focus on the wellbeing of their employees. It is important to create an environment to promote healthy habits, open communication to allow employees to have a voice, and provide supportive resources to manage stress. Regular check-ins and feedback, mental health tips, and mindfulness techniques are all helpful initiatives that employers can provide to ensure positive company cultures and healthy working relationships. April is Stress Awareness Month and a crucial time for organizations to prioritize their employees' wellbeing. Creating healthy habits, open communication, and supportive resources are all important steps to addressing stress and creating positive company cultures. Employers should encourage healthy eating, posture, and hydration, provide optional afternoon activities and regular feedback and host mental health tips and helplines. Ultimately, it is essential for employers to ensure their staff have the necessary tools and resources to foster healthy and productive working relationships.
M&G Wealth: Lifetime Allowance Scrapped, Pension Estates Rise
Good news for those of us who are planning for retirement: the Government’s recently announced ...