Insurance Brokers

New Survey Reveals Lack of Estate Planning

It’s no secret that the current Labour government seeks to tax assets, rather than earnings, or benefits. That means your pension, savings, ISAs, shares and property are all likely to be taxed even more in […]

Insurance Brokers

HNW: People Are Increasingly Looking at The Trust Option on Life Cover

Some useful feedback here from Stonebridge; Nearly THREE times as many protection policies are being placed in trust compared with five years ago, as advisers increasingly help prevent payouts becoming stuck in probate, Stonebridge reveals. Life policies can […]

Insurance Brokers

Faulkner Powell Mortgages Extends Partnership With Stonebridge

The latest news from Stonebridge and Faulkner Powell; Faulkner Powell Mortgages has renewed and extended its partnership with Stonebridge beyond 2030 after growing into a 12-adviser firm in less than three years, crediting the network with helping […]

Insurance Regulation

FCA Bans Individual and Issues 742K Fine

The latest action from the FCA; The Financial Conduct Authority (FCA) has decided to ban Daniel Thomas from working in financial services and fine him £742,700 after finding he recklessly gave defined benefit pension transfer […]

Opinion

Selling a Home That’s Hard to Insure or Mortgage: The Fast-Sale Options

Every insurance professional knows the properties that give underwriters pause: the house with historic subsidence, the flat in a flood zone, the home rebuilt after a serious fire, the non-standard construction that lenders shy away […]

Insurance Brokers

New Research by KPMG Highlights Demand For Consumer Support

Sometimes UK consumers are still baffled by insurance or pension related jargon, or confused about what exactly what a pension or Life policy might pay out 20-30 years from now. Here’s some new research from […]

Insurance Brokers

Broker: The Creeping Tide of IHT Means More People Will Need to Plan Ahead

This is one for smaller brokers and advisers who specialise in HNW clients. The process of inflation and freezing of thresholds means that more people will fall into the IHT tax trap in the future. […]