Dynamic Planner has boosted specialist expertise in its proposition team with the appointment of Steph Willcox as head of actuarial implementation.
Chris Read asks: How do we integrate long-term care provision into future retirement products?
Nick Flynn explores FOMO - fear of the open market option - something he hopes will be overcome when the FCA implements its Consumer Duty measures...
A self-employed plumber gets help from an unexpected source to help buy her perfect premises, writes Jessica List
Bob Champion looks at retiring earlier than expected, something labelled as an "unwelcome drama" by some due to their debt levels. Could equity release be the answer?
Chris Jones looks at determinism in the future of retirement planning. And music legend Tom Jones. Which is not unusual...
Enter now: Gold Standard Awards 2021 open for DFMs and financial advisers
Covid-19 has taught us that the biggest threats to our existence demand a global outlook, writes Chris Read
A new lifetime mortgage was launched every 28 hours in 2020, according to Andrea Rozario. Her new favourite statistic. But the market can go further, she writes
Stephen McPhillips delves into a case study featuring intellectual property and pension planning