Financial advisers saw a larger number of protection sales across all life categories in 2024, according to the Swiss Re Term & Health Watch 2025.
Pension transfer activity picked up slightly in the past two months despite the XPS Group’s Transfer Value Index recording its lowest ever month-end figure for the second month in a row in April.
Investor confidence in UK markets rose 70% in May, according to the latest Investor Confidence Index.
Tom O’Hara, James Ross and David Barker have joined GAM Investments from Janus Henderson Investors.
Profits rose 17% to exceed £13m (2023: £11.2m) for wealth manager JM Finn in 2024, an increase for the second consecutive year.
The Advertising Standards Authority (ASA) has rejected complaints related to medical concerns about an advertisement for British Seniors life insurance.
LinkedIn is the most important social media platform for Gen Z clients, those under 30, according to a new study.
There could be changes to salary sacrifice for workplace pensions, former pensions minister Sir Steve Webb has warned after HMRC today published new research around ‘hypothetical’ cuts to salary sacrifice.
There has been a significant rise in demand for mental health support, according to life insurance and retirement specialist LV=.
One in six adults, or 16%, are relying on gut instinct to estimate their retirement needs, according to research from pension provider Standard Life.