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3 days ago | 
moneymarketing.co.uk | Momodou Musa Touray |Ian McKenna |ian mckenna |Darius McQuaid |Lyndon White
Aviva has unveiled a new suite of technology enhancements, developed in partnership with FNZ, aimed at improving the adviser experience on its platform. The innovations follow last month’s launch of Aviva’s Onshore Bond and are now live with a select group of adviser firms ahead of a broader rollout later this year. Central to the new developments is Aviva Analytics, a sophisticated management information (MI) tool that will be housed in a redesigned Adviser Hub on the Aviva Adviser Platform.
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2 weeks ago | 
moneymarketing.co.uk | Ian McKenna |ian mckenna |Darius McQuaid |Dan Cooper
Wealth management and financial planning business Saltus has announced its purchase of Delta Financial Management, adding around £400m of client assets to its business. Delta provides financial advice to more than 500 clients. It places a particular focus on advising business owners, media and entertainment industry clients and airline professionals. The firm is based in Hertfordshire and was founded in 1980.
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2 weeks ago | 
moneymarketing.co.uk | Momodou Musa Touray |Ian McKenna |ian mckenna |Vicky Pearce
Unum has acquired the renewal rights for Generali UK’s Group Risk employee benefits business, expanding its footprint in the UK workplace protection market. The deal also sees Unum join the global Generali Employee Benefits (GEB) Network, following a competitive selection process. The move will enable the two organisations to jointly offer UK employee benefits solutions to multinational employers.
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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.
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2 weeks ago | 
moneymarketing.co.uk | Vicky Pearce |Momodou Musa Touray |Ian McKenna |ian mckenna
Only a few years ago, this article would have read very differently. Back in 2020, simply securing professional indemnity insurance (PI) was the focus for most firms, particularly those providing DB pension transfer advice. Now, the PI landscape has shifted. The market is softer and that opens up opportunities – not only to secure comprehensive cover, but also to reduce your premium.
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2 weeks ago | 
moneymarketing.co.uk | Ian McKenna |ian mckenna |Momodou Musa Touray |Kimberley Dondo |Nita Patel
Legal & General recently issued a series of announcements about their critical illness and income protection contracts. Yet the most significant benefits update for advisers was missing from the press release: the withdrawal of fracture cover — not only for new policies but also for existing ones. This follows their quiet removal of the private diagnosis option last autumn, marking the second such change in six months.
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1 month ago | 
moneymarketing.co.uk | Dan Cooper |Ian McKenna |ian mckenna |Momodou Musa Touray
Continuum saw assets under influence grow by 21% year-on-year for the quarter ended 31 March 2025 to hit a new high of £2.5bn. Its annualised turnover projection also increased, by 24%, in the first quarter. Adviser numbers for the partnership also continued to grow, with the firm having 77 advisers across the UK and Ireland as of 31 March. Average adviser productivity rose by 12% to over £222,883 as advisers and clients both continued to benefit from the advice firm’s client-first propositions.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |Ian McKenna |ian mckenna
Good morning and welcome to your Morning Briefing for Tuesday 15 April 2025. To get this in your inbox every morning click here. Tatton net flows increase by £3.7bn as board chair retiresTatton Asset Management has reported an increase in net flows of £3.687bn for this financial year. This is an increase of 60.1% rise on prior year net inflows (£2.303 bn) as the discretionary fund manager records another year of strong growth.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |Ian McKenna |ian mckenna |Kimberley Dondo
Good morning and welcome to your Morning Briefing for Friday 11 April 2025. To get this in your inbox every morning click here. UK economy grew more than expected in FebruaryThe UK economy performed better than expected in February, growing by 0.5%, according to latest figures from the Office for National Statistics (ONS). The growth in gross domestic product (GDP) was driven by a boost in manufacturing and production, the ONS said.
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Jan 22, 2025 | 
moneymarketing.co.uk | Amanda Newman Smith |Ian McKenna |ian mckenna |Salome Asabre
Quilter was dubbed the most recommended adviser platform in 2024 by Defaqto, followed closely by Aviva. There was a substantial gap between the two leading platforms and the rest of the providers in the top 10. Transact was slightly ahead of AJ Bell, and Abrdn featured in the top 10 twice without reaching the volumes of the top two adviser platforms.
