There are 44 articles for the BLOG category
Pulse discusses how their innovative dashboard makes use of Open Banking to help businesses manage their finances and obtain the funding they need securely
Consumer Duty, attracting new business on social media and business levels for brokers were the top three most talked about topics this year on cherry’s adviser forum
Neuberger Berman discusses the value of private equity in the latest post on the MoneyAge blog...
The equity release sector is facing one of its most significant periods of transition to date...
A survey from Saffron Building Society has highlighted that nearly half of self-employed (49%) said they wouldn’t feel confident finding a suitable mortgage lender that would offer a product to meet their needs
Air discusses its Later Life Lending Navigator Tool in the latest piece on the MoneyAge blog. Read it here
Chief operational officer at Pure Retirement, Simon Hayton, explores the ways technology is being used to enhance the later life lending market
Chief commercial officer at Pure Retirement, John Wilson, explores the later life lending market in the latest blog on MoneyAge
A new study from equity release lender Standard Life Home Finance has highlighted the impact of customers income on how they use the proceeds of housing equity
The latest post on the MoneyAge blog comes from Fisher Investments. Read it here
The Financial Conduct Authority (FCA) has been driving forward the regulations under the Consumer Duty, and the final guidance published in July sets down expectations not just for the companies it regulates but for themselves too
There are a number of reasons as to why you may wish to settle assets in trust, but one of the most prominent is to protect family wealth and to look after the long term interests of family members
James Bradley, Director of Sales and Business Development for DivideBuy, discusses the rise of Buy Now Pay Later
Pure Retirement CEO, Paul Carter, discusses how the equity release sector weather the storm of challenges presented by the last couple of years
Target Group opens up on how it became a National Credit Awards winner
Mark Whitear, Head of Commercial Development, Foundation Home Loans, discusses the role that fintech can play in the future of specialist underwriting
Gerard Boon, Managing Partner at Boon Brokers, discusses his top reasons for why potential homebuyers should look to use a mortgage broker
Ralph Hora, Pemberton Head of Business Development for Germany, Austria and Switzerland (DACH) and Chair of the Pemberton ESG Working Group, explains Pemberton’s approach to Net Zero and how the firm works with its portfolio companies to mutual benefit
TwentyFour Asset Management launched its first sustainable fund in January 2020 and I would like to share some of the lessons we have learned from our first year of sustainable bond investing
BNP Paribas Asset Management explores the restoration and preservation of ecosystems
Pantheon managing partner Paul Ward discusses private equity and diversity
Yolt Technology Services head of UK sales Jack Tenwick explains the open banking 'Moneyball' approach
ESG pensions made simple: “Impartial, whole of market ESG pension advice for no more than 0.92% per year including advice, platform and fund charges”
Yolt Technology Services explores how open banking will reshape the lending landscape in the UK
Pure Retirement CEO, Paul Carter, explores the role that housing equity can play in providing long-term care for the over-50s
Neuberger Berman’s Joana Rocha Scaff discusses the key advantages of tailoring bespoke custom accounts for clients in the private equity market
Skipton discusses its ‘Making Things Easier for You’ initiative
When you start planning your retirement, it may be the lifestyle you’re focused on. But if you don’t include life expectancy there’s a risk you could spend too much too soon
VitalityLife is delighted to have won the ‘Best Life Assurance’ award at the Mortgage Awards 2020
Paragon’s Derek Sprawling explains why Cash ISAs should not be overlooked as part of a resilient portfolio
Mortgage Brain is the leading provider of technology to the mortgage industry, developing and delivering the best software solutions for mortgage intermediaries since 1986. Its suite of products provides advisers with an end-to-end journey from sourcing to conveyancing.
2020 has been a strange and at times painful year for millions of people across the UK. The coronavirus pandemic has impacted many people’s personal finances whilst also endangering people’s businesses and livelihoods
A round-up of why BNP Paribas Asset Management took home the award at this year's Asset Management Awards
Jonathan Halberda, Wesleyan Financial Services Senior Financial Consultant answers the five questions that everyone should be asking. Find out more
A round-up of why BMO Global Asset Management took home the award at this year's Asset Management Awards
The spread of COVID-19 into a global pandemic has resulted in one of the most significant economic events of our lifetimes...
In challenging times, the equity release sector continues to show its resilience and its adaptability. Pure Retirement's CEO Paul Carter explains
With the complexities of retirement meaning there’s no one-size-fits-all solution, it’s important to understand the bigger picture
Pure Retirement CEO Paul Carter talks about the importance of meeting customer needs in a growing market
Since 2012, when the Equality Act came into force, it has been against the law in the UK for businesses to discriminate against people in the provision of goods and services on the basis of age. Which is as much to say, in most circumstances, companies cannot refuse to provide a certain service to someone because they are elderly, or charge them more because of their advanced years.
An innovative approach to financial planning. In our view, clients don’t really want financial products or investments. They never have and never will. What clients really want is the peace of mind and security of knowing where they are heading financially.
Electric cars were on sale a decade ago but who was interested? Few were prepared to overlook high buying costs and poor range for the pleasure of driving a choice of two mainstream models – the modest Mitsubishi i-MiEV hatchback or the tiny Smart Fortwo electric drive
As domestic holiday bookings and inbound tourism go from strength to strength, the holiday buy to let market continues to grow at a pace. Dan Atkinson, Head of Sales and Marketing, the Melton Building Society answers some of the questions most frequently asked by brokers
As an industry, we have the ability to help shape people’s futures by delivering independent, qualified and expert advice. Our advice changes lives and lifetime financial planners can have a deep, lasting and positive impact on our clients, how they live and their enjoyment in later life