IFA

Badenoch targeting IHT exclusion for family homes

Regulation

Badenoch targeting IHT exclusion for family homes

Couples would also be able to pass on £1m tax free

clock 08 October 2026 • 2 min read
Living costs leading to decline in mortgage protection: Metlife

Cost of Living

Living costs leading to decline in mortgage protection: Metlife

Many clients reconsidering mortgage protection cover

clock 16 July 2026 • 1 min read
Rosemount Financial Solution launched check2

Adviser / Broking

Rosemount Financial Solution launched check2

Know Your Customer tool

clock 31 March 2026 • 1 min read
Reputation is key to clients when selecting an adviser

Adviser / Broking

Reputation is key to clients when selecting an adviser

Reputation was more important to women

clock 07 March 2024 • 2 min read
Defaqto expands Engage to include all tech required for advice

Individual Protection

Defaqto expands Engage to include all tech required for advice

Now includes protection research

clock 29 February 2024 • 1 min read
Mortgage It: Breaking into the Scottish protection market

Adviser / Broking

Mortgage It: Breaking into the Scottish protection market

“It’s all about treating people the way you want to be treated”

clock 31 August 2022 • 5 min read
FortyOne Money: Creating a legacy in protection advice

Adviser / Broking

FortyOne Money: Creating a legacy in protection advice

“We want FortyOne to be the benchmark of what good financial advice should look like”

clock 23 August 2022 • 5 min read
Cost-of-living crisis hits self-employed workers who lack cover

Individual Protection

Cost-of-living crisis hits self-employed workers who lack cover

'Protection wasn’t a financial priority’

clock 20 April 2022 • 1 min read
Cardiff IFA handed nine-year bankruptcy order after doomed insurance sales

Adviser / Broking

Cardiff IFA handed nine-year bankruptcy order after doomed insurance sales

Owed more than £350,000

clock 06 April 2022 • 1 min read
From IFA to the 'inside': Reflections of three decades in the dental market

Individual Protection

From IFA to the 'inside': Reflections of three decades in the dental market

Peter Dunn has worked with the dental profession as an IFA for more than 30 years, where he's seen the dental market change in its engagement with intermediaries. He reflects on his journey and the importance of relationships, as he chose working with...

clock 12 November 2021 • 4 min read