Meg Bratley

3 days ago | ifamagazine.com | Meg Bratley

The growing gap between healthy life expectancy and life expectancy highlights the need for increased later life finance options, Key Later Life Finance, the UK’s leading equity release adviser, says. Analysis of data from the International Longevity Centre (ILC) shows the gap between healthy life expectancy and life expectancy has extended to 11.7 years potentially increasing costs for people in later life.

3 days ago | ifamagazine.com | Meg Bratley

Royal London, the UK’s largest mutual life, pensions and investment provider, has secured its largest external Bulk Purchase Annuity (BPA) transaction to date with a £275 million buy-in completed with the Grant Thornton Pensions Fund.  Royal London was one of nine insurers that submitted proposals for the buy-in, demonstrating a thriving industry with plenty of choice for pension scheme trustees and sponsors.

3 days ago | ifamagazine.com | Meg Bratley

A new global study among insurance investment managers shows they expect the risk profiles of their investment portfolios to increase over the next 12 months, despite being relatively cautious over the past year. The majority (83%) of insurers and insurance asset managers believe risk profiles will increase in the year ahead, with 20% expecting a dramatic increase.

3 days ago | ifamagazine.com | Meg Bratley

Aegon, one of the UK’s largest pension and investment providers, is pleased to announce the enhancement of its service offerings through the introduction of cash ringfencing during the switch journey. This new feature is available via the Aegon Retirement Choices (ARC) and One Retirement platforms. Designed to simplify and optimise the process of withdrawing funds, this advancement ensures greater ease and consistency in transactions for both advisers and their clients.

3 days ago | ifamagazine.com | Meg Bratley

A new strategy to drive up standards of trusteeship will be launched by TPR. In a keynote speech, Chief Executive Nausicaa Delfas said the strategy would bring trusteeship into line with other professions and corporate governance standards. She told delegates at the PMI annual conference that trustees need to ensure they are ready for the ‘transformational impact’ of the Pension Schemes Bill, stating: “Trustees lie at the heart of the pensions system.