Pensions and Protection market updates, technical information and topical conversations surrounding financial advice from Royal London for Advisers only.
In our latest podcast, Clare Moffat and our technical experts share their first thoughts on the 2023 Spring budget and consider the impact this could have on you and your clients.
In this podcast, our experts discuss the key findings from our Consumer Duty research. They explore the challenges advisers face to get their business ready in time and where providers can lend support.
Consumer Duty - What's next for advisers? by Royal London
In this podcast, we debate the key findings from our research with some industry experts and commentators. We explore the significant untapped opportunities that exist for advisers – and how our industry may need to adapt in order to reach them.
Income protection for tenants podcast by Royal London
Steve Kenny and Ryan Medlock
quarterly round up on what's happened in the markets by Royal London
Income protection for tenants podcast summary by Royal London
Responsible Investment: What's next? by Royal London
Vaccine rollouts, inflation uncertainty and the impact on income sustainability scores by Royal London
The impact of COVID on business and how Helping Hand can help Simon Halifax, Christina Rigby & Denise Baxter (Identify HR)
Listen to our podcast on the March 2021 budget with Clare Moffat, Fiona Hanrahan and Justin Corliss
All our Personal Menu Plans are available with just one application, one plan fee and one Direct Debit. But the benefits don't end there - your clients get: Helping Hand - access to a dedicated nurse to support them (their partners and children) through illness, injury or bereavement. Family income benefit – the choice to receive Life Cover or Critical Illness Cover claims as an income rather than a lump sum, which could mean reduced premiums. Free cover –cover as soon as we've received their full application - so they're protected even before their plan starts. A range of trusts - a choice of trusts to meet your client's needs. Listen to our podcast to find out more about the value of menu.
The right protection can help keep a business going during tough times. We speak to a customer about his experience of making a business protection claim. Listen to find out how a Business Menu Plan could help your clients.
Part of the responsible investing 'New Normal' series.
Listen to our Podcast with Lewis Daley, Investment Proposition Manager and George Crowdy, Sustainable Fund Manager at RLAM discuss our sustainable fund range going global.
Ryan Medlock, Senior Investment Development and Technical Manager joins Mark Greenwood, Director of Compliance Services at SimplyBiz to discuss how advisers should be building ESG considerations into their centralised investment propositions and centralised retirement propositions as it's going to be a really significant theme for the next few years.
In this podcast, Ashley Hamilton-Claxton, Head of Responsible Investment at Royal London Asset Management, shares her: views on how pension schemes and asset managers are responding to recent legal and regulatory changes relating to pensions and ESG insights on how attitudes to ESG risks are being affected by Covid-19 tips on how trustees should go about preparing their new investment implementation statements expectations for how this area is likely to develop in the coming years, and thoughts on what the DWP's proposed new requirements regarding climate-relate risks would mean for trustees and asset managers.
Clare Moffat, Head of Intermediary Development and Technical, debates the key findings from our new research report, Feeling the benefit of financial advice, with Paul McCabe at Astute Financial, Rob Harvey at Drewberry Insurance and Tim Fassam at PIMFA. Our findings reveal that financial advice helps to improve the emotional wellbeing of customers by making them feel better about their money, and themselves.
In this podcast, Ryan Radford, Managing Director of Zebra Mortgage Centre, talks to us about his experience of a client's Free Cover claim, and the importance of having the protection conversation early when arranging a mortgage.
Ryan Medlock, Senior Investment Development and technical manager joins David Thorpe, Special Project Editor at FT Adviser and Minesh Patel, Adviser at EA Financial Solutions to explore the vast range of responsible investment funds available to advisers and the considerations an adviser should have when selecting these funds for their clients.
Ryan Medlock, Senior Investment Development and technical manager joins David Thorpe, Special Project Editor at FT Adviser and Steve Kenny, Commercial Director at consultancy Square Mile to discuss how changes introduced in recent years are placing environmental, social and governance (ESG) funds at the centre of the advice process and how these changes will help keep sustainable investing front of mind for advisers.
Lorna Blyth, Head of Investment Solutions joins David Thorpe, Special Project Editor at FT Adviser and Adrian Lowcock, Head of Personal Investing at Willis Owen to discuss why Responsible Investment funds outperformed in the three months since the COVID-19 pandemic began.
Hear Clare and Justin discuss the ban on contingent charging that will take effect from 1 October 2020, as well as other significant changes and what this means for advisers.
Katie Eagles, Royal London Intermediary Ashley Hamilton Claxton, Royal London Asset Management
In this podcast, Senior Pension Development and Technical Manager's Justin Corliss and Moira Warner sum up what the policy paper's about. They talk about the scheme retirement rules for NHS and Teacher's pension schemes, how these can change depending on the members' scheme arrangements and the importance of understanding them to individual client retirement planning.
Justin Corliss speaks to our resident public sector pensions expert, Moira Warner about the adviser opportunities in relation to the increase in employer pension contributions for independent schools.
Our CEO, Barry O'Dwyer and Chief Actuary, Shaun Cooper discuss our response to the current crisis and how we're safeguarding our financial strength.
Samantha Duncan and Stephan Nandadasa join Fiona Hanrahan to discuss best practice hints and tips for remote working.
Katie Eagles and Lorna Blyth from our investment solutions team discuss how the coronavirus is impacting our customers' pension investments.
Katie Eagles and Kirsty Ross from our investment solutions team discuss how the general election and the global headlines affect our customers' pension investments.
Katie Eagles and Kirsty Ross from our investment solutions team discuss how the coronavirus is impacting our customers' pension investments
Katie Eagles talks to our Investment Advisory Committee Chairperson Candia Kingston about the importance of independent governance, how governance helps deliver good customer outcomes and how responsible investment will impact the future of governance.
Katie Eagles and Kirsty Ross from our investment solutions team discuss what's making the headlines and how this affects our customers' pension investments. Share this latest episode with your clients.
CP19/25 proposes significant changes to pension transfer regulations. Sir Steve Webb & Justin Corliss consider the implications for advisers involved in this market and any advisers who have clients with DB pensions.
We’ve just been awarded Best Decumulation Proposition at the Corporate Adviser awards. Listen to Katie Eagles and Niall Aitken reflect on the benefits of our Income Release product, what it offers customers and how we keep our customers engaged with their retirement savings.
Trevor Greetham, Head of Multi Asset at RLAM, talks to us about leading tactical asset allocation changes on our Governed Range for 3 years including the process, what he's most proud of and the challenges of Brexit.
One year on from the launch of the RLP Sustainable Fund Range, we talk to Mike Fox, RLAM's head of sustainable investment. Mike talks to us about how the funds have evolved, the type of investors they're attracting and what he thinks the future is for sustainable investing.
RLAM's Head of Property Gareth Dickinson talks to us about where the fund is positioned, the pressures the retail sector is currently under and the sectors he sees most value in for 2019.
Katie Eagles and Kirsty Ross discuss the February Investment update covering USA and China trade talks, FED and EU market updates and the impact of Brexit on Royal London investments
Amanda Docherty and Vincent O'Connor look at the current headlines that are impacting State Benefits, from eligibility and availability, the different types and some of the changes to State Benefits. We also discuss the new Royal London tool to help guide through State Benefits.