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For corporate advisers. Annuity rates have soared into 2025, driven by rising gilt yields, up from 4.23 per cent to 5.179 per cent, and slower interest rate cut expectations, offering retirees stronger, long-term...
Research & Guides - Corporate Adviser
Workplace Protection & Wellbeing Report. The Workplace Protection and Wellbeing Report 2021 is the third iteration of Corporate Adviser’s definitive analysis of the group risk, corporate healthcare, cash plan and wellbeing sectors.
No redress paid for poor DB transfer advice due to rising annuity …
2 days ago · The typical defined benefit transfer complainant is now likely to receive no compensation at all for poor advice due to rising annuity rates and more buoyant stock market returns. These findings come from Broadstone’s latest redress tracker, which indicates the level of compensation due to those ...
Corporate Adviser Provider Service Ratings Report 2024: …
Aug 29, 2024 · Corporate Adviser editor John Greenwood says: “Service levels are central to the relationship between provider and intermediary. Bad service is keenly felt by advisers, consultants and brokers, causing them increased workload, creating potential for errors and straining their relationship with their employer clients when things go awry.
Standard Life completes £1.5bn buy-in with Compass Group
1 day ago · Standard Life has completed a £1.5bn bulk purchase annuity transaction with Compass Group Pension Plan, securing the benefits of over 14,000 pensioner members and over 11,000 deferred members. Mercer acted as lead broker on transaction adviser to the Trustee and provided additional actuarial advice ...
Workplace Protection and Wellbeing Report 2024: Providers with ...
Jul 15, 2024 · Within the group risk market, most providers have grown their book of business across all three product lines — the only exceptions being Canada Life, which saw its GIP employees fall by 2.7 per cent and L&G which saw its GCI employees shrink by 0.79 per cent.
CA Awards: Provider shortlists unveiled - Corporate Adviser
Mar 27, 2024 · Judges have unveiled which companies impressed them most in the provider categories of this year’s Corporate Adviser awards. A full shortlist for each of the 13 categories is published below, as the countdown to the awards ceremony on Thursday 27th June begins.
Underwriting overhaul - Corporate Adviser
Dec 10, 2024 · With their generous free cover limits and largely rules-based methodology, group risk providers have significantly lagged their group private medical insurance (PMI) counterparts in usage of technology during the underwriting process. Although group PMI is making increasing use of a medical history ...
Majority of advice firms unprepared for retirement investment …
Apr 16, 2024 · The report found that individuals who take income are becoming more interested in guaranteed and smoothed investment products. For some of their clients who are in retirement, 57 per cent of respondents use these goods. Furthermore, 26 per cent of respondents are reevaluating their strategy in light of rising interest rates and gilts, and 30 per cent have increased their usage during the last ...
Cash plan round table: Product developments advisers would like …
Jun 2, 2023 · Advo Group commercial director Lucy Pearce agreed with this analysis. She says clients are increasingly looking for ‘whole of workforce’ benefits post Covid, which was in part being driven by a renewed C-suite focus on diversity and inclusion issues, rather than just having medical benefits for a top tier of management.