Opinion

Beyond the Annuity Illustration

This piece is by Jay Singh, Head of Client Solutions, Hedgeness An annuity illustration is often a substantial document. It may run to 20 pages or more, bringing together calculated values, assumptions, guarantees, non-guaranteed elements […]

Opinion

Insights: A Financial Reset Should Start with What Has Changed

In the 10X Investments Retirement Reality Report 2023/2024, based on the 2023 Brand Atlas survey, 29% of respondents over 50 who had a retirement plan said it was probably or definitely not on track. It […]

Insurance Brokers

New Referral Scheme on PMI is Launched

Here’s the word from Source for you; This new strategic collaboration allows advisers to offer Private Medical Insurance (PMI) directly via the Source platform to provide holistic client protection. Source, a leading provider of general […]