Clients demand cash advice ahead of ISA reforms
Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
Having a good life insurance policy is an important component of long-term financial planning and the best financial protection clients can offer their loved ones. But a reluctance to talk mortality and pervasive myths mean that some people still are not covered, says Globaleye’s Tony Ashton.
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Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
For a couple, the pot required is £772,000
Two OEICs will be exclusive to Flying Colours Advice clients
US fund inflows were at their second-lowest level since 2023, while European equities enjoyed their strongest month in a year
Inflows of £1.1bn were recorded in the month, almost double March’s £519m
Bill will drastically cut the number of schemes