Retirement

Good morning and welcome to your Morning Briefing for Wednesday 29 October 2025. To get this in your inbox every...

Iress has partnered with client portal specialist Moneyinfo to deliver a deeper integration with its Xplan platform. The collaboration aims...

Vitality’s serious illness cover (SIC 3X) is now available on UnderwriteMe’s Protection Platform, allowing advisers to quote, compare and submit...

Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms? https://www.youtube.com/watch?v=biQkyjfM2iw Recorded live from...

The government’s unwavering determination to push ahead with changes to inheritance tax (IHT) and pensions, despite widespread industry opposition, raises...

I think it’s time for a more candid reassessment of the impact of AI on financial advice, because much of...

Jo Swain – Clifton AM Consolidation and succession planning continue to shape the future of the advice industry. Acquirers and...

Good morning and welcome to your Morning Briefing for Tuesday 28 October 2025. To get this in your inbox every...

Quilter Cheviot has appointed Colin Monton as head of client development to support the expansion of its business owner exit...

Earlier this year, Legal & General (L&G) announced that new customers with index-linked cover can now decline increases up to...