Latest News & Blog

People Power!

13 Dec 2021

Tips for advisers after NMPA pension transfer window closure

15 Nov 2021

Head of Pensions Technical, Keeley Paddon, explores HMRC's decision to scrap the age 55 to 57 pension transfer window and explains what it means for advisers and their clients.

Talking to younger clients about the power of protection

05 Nov 2021

In this week's Financial Reporter, our Head of Protection Services, Emma Vaughan, explores the vitally important area of how to talk to young clients about the importance of protection.

Regulated from the cradle to the grave...

01 Nov 2021

In this week’s Money Marketing, our Senior Compliance Policy Manager, Alexander McGregor, gets to grips with the upcoming extension of FCA oversight to pre-paid funeral plans, and what this means for advisers.