Articles

  • 2 weeks ago | moneymarketing.co.uk | Lucy Brown |Vicky Pearce |Momodou Musa Touray |Alan Lakey

    Many people today enjoy higher living standards than the wartime generation, but we are also facing a global health and wellbeing crisis. Modern lifestyles have contributed to a surge in chronic diseases that are responsible for 74% of all deaths worldwide, up from 61% in the last decade, according to the World Economic Forum. But 80% of those illnesses, which include heart disease, stroke and type 2 diabetes, can be prevented with simple changes to everyday habits.

  • 2 weeks ago | moneymarketing.co.uk | Momodou Musa Touray |Ian McKenna |ian mckenna |Alan Lakey

    National Friendly has bolstered its senior leadership team with the appointment of a chief marketing officer and a national account manager. Sally Waterfield has been promoted to chief marketing officer, while David Morris joins as national account manager. Waterfield, who joined the Bristol-based mutual in 2024, has already played a pivotal role in repositioning the brand, enhancing communication strategies and championing customer-focused product development.

  • 3 weeks ago | moneymarketing.co.uk | Darius McQuaid |Alan Lakey |Kimberley Dondo

    Onshore bond use is taking a growing share of platform flows as advisers recommend life assurance bonds to mitigate tax rises, research by Platforum has found. Meanwhile, outflows from pensions, Isas and unwrapped accounts continue to climb, as some investors withdraw assets and advisers switch assets between platforms. Platforum’s latest ‘UK Adviser Platforms: Investment Propositions’ report revealed a mixed quarter for the market.

  • Feb 6, 2025 | moneymarketing.co.uk | Momodou Musa Touray |Alan Lakey |Darius McQuaid |Kimberley Dondo

    GrowthInvest has partnered with Sprint Enterprise Technology’s FINIO data hub to integrate its technology with Intelliflo Office. The partnership will improve adviser and wealth manager access to data on private markets and tax efficient investments. GrowthInvest is a niche platform specialising in tax efficient and alternative investments and has a fast-growing client base of financial advisers and wealth managers accessing a wide range of products, reports and functionality.

  • Feb 5, 2025 | moneymarketing.co.uk | Momodou Musa Touray |Alan Lakey

    Canada Life has appointed Chris Morgan as head of product and proposition strategy within its protection business. Morgan will be responsible for developing Canada Life’s products and customer proposition. He will also join the insurer’s protection senior leadership team, where he will play a lead role in the creation of its future strategies. Morgan has 15 years’ experience in the group protection and employee benefits market. He was most recently head of group protection distribution at AIG Life.

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