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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.
Investors cut risk as equity allocations hit 16.5-year high
1 天前 · Institutional investors reduced risk in government bonds while maintaining their largest stock investments in 16.5 years, with the State Street Risk Appetite Index dropping to -0.09. Investors reduced risk in sovereign bonds but equity holdings remained unchanged, resulting in their largest equity ...
No redress paid for poor DB transfer advice due to rising annuity …
5 天之前 · 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: …
2024年8月29日 · 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.
CA Awards 2024: All the winners revealed - Corporate Adviser
2024年6月28日 · PIB Employee Benefits won the prestigious Firm of the Year Award, with Benefiz picking up the gong for the Best Small Firm at the Corporate Adviser Awards 2024, held last night in London.
Majority of adviser clients see value of advice post-Consumer Duty
2025年1月7日 · Compared to the previous year, advisers are taking fewer risks due to the extreme volatility of the U.S. stock market. Around 77 per cent of advisers in the last Confidence Barometer predicted that equities will increase in the upcoming year, by 2024, that percentage had fallen to 64 per cent.
Workplace Protection and Wellbeing Report 2024: Providers with ...
2024年7月15日 · 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.
Underwriting overhaul - Corporate Adviser
2024年12月10日 · 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 ...
Understanding underwriting trends - Corporate Adviser
2024年5月29日 · Group risk underwriters remain remarkably upbeat, despite the potential for the NHS crisis to boost claims. And the fact that intermediaries have few gripes to express about their activities might suggest their sentiments can be taken largely at face value.