Equity release

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.

Equity release market growth stalls in 2019

Last year saw a flat result for the equity release market as the total amount retired homeowners released from their properties fell by 4%, according to research by Key.

Government announces March Budget

HM Treasury has confirmed that the government will hold its Budget on 11 March.

Bob Champion: Getting it right for vulnerable customers

Vulnerable customers are a high priority and we can all expect to hear a lot more about them, writes Bob Champion

Bob Champion: Taking back control

Bob Champion employs the familiar Brexit slogan 'take back control' and applies it to retirement income planning in his latest article for Retirement Planner.

John Moret: The age of the customer

There’s been a lot of activity recently linked to the new Senior Managers & Certification Regime (SM&CR). The last few months have seen an avalanche...

FCA investigating equity release market

The FCA is undertaking "exploratory work” to understand equity release and later life mortgage lending over fears improper advice may have been given to older clients.

CII initiative launches manifesto to boost female financial resilience

The CII's Insuring Women's Futures Initiative has launched its 2019 manifesto and outlined guidance for financial services firms to help female financial resilience.
 

Popular articles

Justin Corliss: Making the case for partial DB transfers

A DB transfer is often an 'all or nothing' decision for clients, however, partial transfers could be a half-way house alternative. Justin Corliss explains the process.