Nearly half of advisers worried a platform could fail
Advisers would exclude a platform from their shortlist if it had a ‘B minus’ financial strength rating or lower
Scottish Widows
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Advisers more optimistic than non-advised investors about rise of stock market
Highlighting a confidence gap
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Advisers responsible for closing advice gap, survey reveals
With the perception gap between the advised and non-advised posing the biggest problem
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91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents
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Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
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Embark Group launches Scottish Widows platform for advisers
As part of Lloyds Banking Group’s £150m investment
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Unmarried Brits urged to reassess financial plans
As 43% of common law couples won’t get a life insurance pay out if partner dies
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52% of Brits have used savings to meet rising living costs
As impact of inflation becomes a ‘very real threat’ to pension freedom advantages
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How much does gender influence insurance cover?
Financial advisers ‘100% the way forward’ in overcoming misconceptions
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Young women face £185,000 retirement income gap
‘We must tackle the larger structural issues in our society’
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UK banking group eyes £100bn pension and investment arm
It also plans to launch a robo-adviser and bolster its Sipp operation
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‘Never too late’ to boost retirement savings
As financial services firms launch pension tracing initiative