Mark Rendle News Today

Over half (51%) of financial advisers saw a considerable increase in the number of gilt-related queries from clients in 2023 compared to 2022.

Upcoming changes to the lifetime allowance (LTA) will be a complex challenge for advisers to manage, AJ Bell says.

AJ Bell has launched Tech Zone, a new technical hub for financial advisers designed to support them with impending pension tax changes when the Lifetime Allowance (LTA) is abolished in April.

AJ Bell has launched a new model portfolio service (MPS) with no annual management charge (AMC).

Good morning and welcome to your Morning Briefing for Thursday 5 October 2023. To get this in your inbox every morning click here. FCA terminal illness benefits review lauded Protection provider CIExpert has applauded the Financial Conduct Authority for reviewing insurance companies approaches to terminal illness

IBOSS Asset Management has announced its discretionary Managed Portfolio Service (MPS) range is now available via AJ Bell Investcentre.

Advisers want providers to get the fundamentals of good service right, according to the research by AJ Bell, suggesting life companies have failed to properly support advisers as they deal with clients in 2022.

Advisers want providers to go back to basics on service. A majority of them cited good quality of service as a critical factor when selecting providers next year in the current environment.   This is what a survey of 251 financial advisers and paraplanners by AJ Bell Investcentre reveals.

The contentious ‘10% drop rule' relating to clients’ investment portfolios first introduced in 2018 will be scrapped from next year, the government has confirmed.

The contentious ‘10% drop rule' relating to clients’ investment portfolios first introduced in 2018 will be scrapped from next year.