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1 month 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.
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1 month 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.
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1 month 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.
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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.
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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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Jan 29, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Alan Lakey
The Protection Distributors Groups (PDG) has announced several board changes following its annual general meeting earlier this month. Emma Thomson, former chair of the PDG, becomes vice chair in a newly introduced role to provide wider support to the group. Thomson will be focussed on member and sponsor engagement, promotion of PDG activities and expanding resources to help advisers.
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Jan 28, 2025 | 
moneymarketing.co.uk | Tom Browne |Alan Lakey |Momodou Musa Touray
Progeny Group has announced key leadership appointments as part of its ongoing evolution. Founder Neil Moles has confirmed the appointment of Tom Wood as group chief executive officer, while Bobby Ndawula takes on the role of group chief financial officer. Since leading the management buyout in 2008, Moles has played a pivotal role in establishing Progeny as an industry leader.
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Jan 27, 2025 | 
moneymarketing.co.uk | Dan Cooper |Momodou Musa Touray |Alan Lakey |Darius McQuaid
Professional Indemnity Insurance (PII) provider BareRock has announced a strategic partnership with Comentis, the duty of care assessment company. The digital-first PII provider will add the Comentis vulnerability assessment platform to its suite of approved risk-mitigation solutions for its Club Membership of well-managed advice firms.
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Jan 24, 2025 | 
moneymarketing.co.uk | Greg Neall |Claire Trott |Alan Lakey |Darius McQuaid
I worked in robo-advice for 10 years. In 2016, we had a publicly available website where a retiree could get an automated recommendation on whether to buy an annuity or take a FAD. In 2019, I was giving defined benefit transfer advice based on a machine-learning algorithm. Five years on, both these systems are either dead or barely used, yet I seem to be surrounded by people telling me that technology is going to revolutionise the advice industry. Really? I see the advice gap widening, not closing.
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Jan 24, 2025 | 
moneymarketing.co.uk | Alan Lakey |Momodou Musa Touray |Darius McQuaid
Some years back, a claims manager lodged a complaint with the Financial Ombudsman Service (FOS) on behalf of a bank customer. The client, 10 years earlier as a 25-year-old, had purchased an accelerated life and critical-illness plan on the advice of his bank and had now concluded that the life-insurance component wasn’t needed as he remained single with no dependents. Both adjudicator and the FOS upheld the complaint, agreeing that the life-insurance element wasn’t required.
