Insights

Demystifying the IHT shift: Key takeaways for financial advisers from our webinar with Zurich

The inheritance tax (IHT) landscape is undergoing its most profound transformation in decades. To help professional advisers make sense of these changes, we partnered with Zurich UK for a Personal Finance Society (PFS) webinar exploring how recent and upcoming reforms are expanding the IHT net and reshaping client planning needs.

Guest contributor  |  8 min read
10 July 2026

Beyond retention: Turning data accessibility, protection and governance into competitive advantage

Andrew Jappy  |  5 min read
23 June 2026

Profile of an Income Protection Customer: Maximising the market

In partnership with the Income Protection Task Force (IPTF), we are proud to launch the third edition of the Profile of an Income Protection Customer report. Explore the headline findings and download the full version of the report here.

Jane Irwin  |  6 min read
16 June 2026

From volume to value: the evolution of protection advice

For years, the protection market (ourselves included) has measured momentum through volume but our latest data suggests the industry is entering a more mature and encouraging phase - one defined less by activity for activity’s sake, and more by precision, intent and meaningful client engagement.

Jacqui Durbin  |  5 min read
09 June 2026

Showing up for first time buyers: about that affordability gap

Michelle Ward, Senior Corporate Account Manager at Leeds Building Society, discusses first time buyers and the affordability gap

Michelle Ward  |  4 min read
08 June 2026

Creating Opportunities Through Skills and Inclusion

At Iress South Africa, we believe meaningful opportunities begin with access to skills, experience, and support. Through our learnership programme for young people living with disabilities, we are helping to build pathways into the technology sector while creating a more inclusive future workforce.

Guest contributor  |  3 min read
04 June 2026

CIExpert Report: Four ways to make recommendations more relevant

Vitality's Nick Telfer discusses this years Critical Thinking report from CIExpert

Nick Telfer  |  4 min read
25 May 2026

Home Truths with Nicola Firth

Warren chats with Nicola Firth, CEO at Knowledge Bank about the current challenges and opportunities in the UK mortgage market.

Warren O'Connell  |  6 min read
12 May 2026