Articles

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Contact details

Socials & Sites

Try JournoFinder For Free

Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.

Start Your 7-Day Free Trial →