Royal London

Customers’ policies are expected to transfer to Royal London in 2024

Chancellor increased AA to £60,000 in Spring Budget speech

Mutual reported a drop in AUM to £147bn from £164bn a year earlier

Quilter, AJ Bell and Fidelity also among the top ten

Clare Moffat, Head of Technical at Royal London, explains how Capital Gains Tax works and how upcoming changes could impact your clients.

Ryan Medlock, Senior Investment Development Manager at Royal London, considers the impact of recent market conditions on lower risk clients in drawdown vs those with annuities.

Fiona Hanrahan, Intermediary Development and Technical Manager at Royal London outlines the mistakes to avoid when using carry forward this tax year end.

Ken Scott, Head of Investment Solutions at Royal London, explains how their approach to diversification aims to strengthen resilience.

A round up of the key takeaways from today for small advice firms

Survey shows many pre retirees are considering working in retirement