Equity release clients go back to basics during lockdown – Canada Life
Clients using equity release to support day-to-day living accounted for more than a fifth of Canada Life’s transactions during lockdown.
Bob Champion: Why equity release could boost economic recovery
Rather than a simple 'spend spend spend' message to get the economy back on its feet Bob Champion argues equity release could play a central role in the UK's economic bounceback.
Bob Champion: It’s all in the family
Bob Champion runs through a lockdown family scenario which he predicts might just become more common as the scenario pans out. Here, he writes, later life advisers may find themselves busier than ever as we ease restrictions.
Bob Champion: Preparing for a post-coronavirus world starts now
Bob Champion looks at the prospects for life after Covid-19 and asks how financial services can change and evolve to serve clients operating in the 'new normal'. He says 'normal will never be the same but the time to prepare for it is now'.
Bob Champion: Managing drawdown expectations as markets plunge
Drawdown retirees doing it for themselves may be in need of some investment advice during the coronavirus pandemic market plunge, writes Bob Champion. Is now the time to include housing wealth in their thinking?
Bob Champion: Three retirees walk into an adviser’s office…
Retirement income is definitely not all about pensions, writes Bob Champion. Here he explores three very different client scenarios with equity release in mind
Budget 2020: What are the 10 key takeaways?
Budget 2020: What are the 10 key takeaways? Professional Adviser and Investment Week report
Hilary Banks: Financial services must adapt to better serve female clients
Hilary Banks asks how financial services and products can adapt to attract and better serve more female clients
Anna Sofat: Why women are opting out of corporate culture
Women drop out of corporate culture at an average age of 38, leading to a "talent drain" from companies in the investment industry, Addidi Wealth's Anna Sofat told delegates at the inaugural Women in Investment Festival.
Revealed: All the nominees for the Women in Financial Advice Awards 2020
Retirement Planner is delighted to unveil the 'long list' of the almost 600 individuals nominated across all the categories in the 2020 Women in Financial Advice Awards.
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Stephen McPhillips: Mixed-use properties in SIPP or SSAS
Stephen McPhillips assesses if mixed-use property can be bought through self-invested pension schemes
