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

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

Financial readiness in the UK: Why only 11% meet the benchmarks for true financial security

A new nationally representative survey by Iress with YouGov and The Lang Cat has revealed how people across the UK are really feeling about their finances.

Guest contributor  |  5 min read
12 February 2026

Sourcing Wrapped

It's been a year of innovation, collaboration and growth. Join us for a look back at a record-breaking year across Protection, Retirement and Mortgages.

Guest contributor  |  1 min read
16 December 2025

The evolving profile of an Income Protection customer

Read the findings of our highly anticipated follow-up to last year’s praised report with the Income Protection Task Force (IPTF) and download your full copy.

Jane Irwin  |  3 min read
09 October 2025

IressNet expands with Aware Super datafeed in Xplan: Helping more Australians reach retirement goals through better data

Guest contributor  |  3 min read
24 September 2025

A More Powerful Data Integration for Financial Advisers

Transact’s integration with Xplan has just been enhanced - enabling Advisers to access a rich array of data feeds directly from Transact, enhancing data access, efficiency, accuracy, and client service.

Iress  |  2 min read
14 August 2025