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Good morning and welcome to your Morning Briefing for Wednesday 17 January 2024. To get this in your inbox every morning click here. Calls for LoA overhaul Fintech boutique The Pension Lab has launched a collaborative initiative - #LogYourLoAPain - urging the financial services industry to estimate the cost of
Succession planning for advisers tends to focus on the exit options available. Will they sell to an external buyer or will the baton be passed to the owner’s children or a younger adviser? Will the adviser want to phase their retirement by reducing their hours or do they want a clean break?
IA speaks with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
The protection industry has been reacting to the news Royal London has agreed to acquire Aegon UK’s individual protection business, with a number of advisers disappointed that yet another provider is closing its doors.
The protection industry has been reacting to the news Royal London has agreed to acquire Aegon UK’s individual protection business, with a number of advisers disappointed that yet another provider is closing its doors.