Pensions

Large lifetime loans offer useful option for high net worth clients

A big discussion point for many advisers and their clients recently has been the...

16% have no idea what age they will retire

A recent survey for Hargreaves Lansdown has found that one-third of people think they...

Family money playing bigger role in helping young onto property ladder

Intergenerational wealth transfers – from housing young adults to financial gifts and inheritances, and...

Most difficult financial topics for discussion revealed

The financial topics that Britons most avoid talking about have been revealed by online...

Any Budget pension changes could shift balance to equity release

There is a growing need to shift retirement planning to include wider considerations of...

Generational disparities in retirement planning

Younger workers are much more thoughtful about money issues than people might expect, and...

UK adults expect to live to 85

Canada Life has released its inaugural Life100+ report, the first in a series of...

Early 2040s will see retirement income crisis point reached

The UK is less than two decades from crisis point where nearly three in...

28% of HNW Baby Boomers have not saved for later-life care costs

28% of the Baby Boomer generation have not ring-fenced money to fund any care...

Almost 3m ex-retirees back to work

2.8 million of UK over-50s (11% = 2,733,560) have returned to work after being...

Cost of renting in retirement is £390k

Those people who think they will rent throughout their retirement could need an additional...

Just 1% real-term rise in weekly pension income over past decade

People on pension incomes have received minimal increases in real standards of living over...

Gen Z expect part-time work even when retired

'Gen Z' intend to work part time or even set up their own business...

Legal & General Retail helps advisers with later life clients going through divorce

Legal & General Retail has introduced a handbook to help advisers support clients going...

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COMMENT

Credit search vs credit scoring

The terms credit score and credit check are often used interchangeably by consumers, many of whom assume they mean the same thing. Yet understanding...

It’s not just about work/life balance

Firstly, it was good to get feedback on last month’s blog on technology from several people, and to see a spin-off follow-up blog from...

The value of building societies: 250 years of mutual success

A key anniversary reflects how far the building society movement has come — and how individual societies like Hinckley & Rugby continue to deliver At...

2025: The year of CX

In financial services, customer experience (CX) is no longer a secondary concern – it’s the key to sustainable growth and client retention. With the...

Caffeine & Cortisol: Are your daily habits fuelling stress & fatigue?

For many professionals in your industry, caffeine is a daily ritual. Whether it's a morning coffee, an afternoon pick-me-up, or a late-night boost to...

Latest news

The Right Mortgage announces details of 10th Anniversary National Training Event

The Right Mortgage has confirmed details for its flagship National Training Event, set to...

Cirencester Friendly pays out £10m in income protection claims in 2024

Cirencester Friendly maintained its claims payment record in 2024, paying 95.8% of income protection...

Keychain launches AI-powered document analysis tool for mortgage brokers

Keychain, a digital platform designed to help mortgage and protection brokers streamline client onboarding,...

Brokers using specialist lenders for HNWI cases

The majority of brokers use specialist lenders to place more complex cases including high-net-worth...