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The latest Financial Broker newsletter has been published. Read the full newsletter here.
When the Prisma multi-asset fund range was launched in 2013, the goal was to simplify a complex investment process and enable investors to make informed decisions as to where to invest their money.
September saw equity markets retreat from their recent highs as bond yields rose and central banks maintained somewhat of a hawkish stance, writes Richard Temperley.
This is the first year that Revenue myAccount require PAYE customers to upload their pension certificate as part of the “filing” of their tax return in advance of the tax deadline to enable the customer to claim tax relief on a pension contribution.
Death and the need for life insurance isn’t always an easy topic to bring up with a client. When making a financial plan they will often prefer to focus on more tangible, positive things like buying a home, saving for their kids’ college education, or planning for retirement.
In this edition of Protection Insider we take a look at Zurich’s claims experience, how to have a conversation with clients about income protection and explain why income protection is especially important for self-employed customers.