Employee benefits and income protection firm Unum has revealed that more people used its ‘return to work’ support for mental health issues in 2018 than any other condition.
Read more ...Mental health issues top ‘return to work’ cases for Unum
- Tuesday, 16 July 2019
- Articles
New AI-based adviser aims to ‘Spotify’ Financial Planning
- Monday, 15 July 2019
- Articles
Two entrepreneurs have launched a wealth manager called Rosecut which will use artificial intelligence and human advice to target a £3.2 trillion ‘under-serviced’ segment of middle-market investors.
Read more ...Clifton AM launches passive-active DFM arm
- Monday, 15 July 2019
- Articles
Wealth manager and Financial Planner Clifton Asset Management has launched Eden Park Investment Management to provide Discretionary Fund Management to advisers.
Read more ...PIMFA offers members client cash savings platform
- Monday, 15 July 2019
- Articles
Adviser trade association PIMFA has signed a partnership deal to offer cash savings platform Insignis to members.
Read more ...PFS challenges 'alarming' FCA DB transfer data
- Monday, 15 July 2019
- Articles
The Personal Finance Society has challenged the FCA’s recent DB transfer data and has welcomed what it calls the regulator’s acknowledgement of the limitations of the data.
Read more ...84% of investors unaware of true cost of investing
- Friday, 12 July 2019
- Articles
More than four in five investors (84%) under-estimate the cost of investing and 13% are completely in the dark about the fees they pay, according to a new study by a Financial Planning-based wealth adviser.
Read more ...Jobs axed at protection challenger Guardian
- Friday, 12 July 2019
- Articles
Guardian, the protection insurance challenger focused on financial advisers, has made 12 staff redundant and a “small number” of other redundancies are being considered.
Read more ...Using a SSAS to help a business move forward
- Friday, 12 July 2019
- Articles
Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.
Read more ...ABI names new chair after sudden exit of predecessor
- Thursday, 11 July 2019
- Articles
The Association of British Insurers has named Allianz Insurance chief executive Jon Dye as its new chair following the sudden resignation of Amanda Blanc last week.
Read more ...CII backs diversity and inclusion campaign for profession
- Thursday, 11 July 2019
- Articles
The Chartered Insurance Institute to run a series of diversity and inclusion events with local institutes to celebrate and explain the benefits of diversity and inclusion for the profession during the ‘DiveIn’ festival in September.
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