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We know annuities have suffered from a poor perception of value over the past few years, and yet some consumers who are familiar with annuities, consider them to be good value, when asked what they’d consider a good annual rate of return..

Our recent research of more than 2,000 over-55's showed that nearly three quarters don’t like taking risks with their money, and over half said financial security was the most important thing to them at this stage in their life. 

Why is this?

 
 
   
 
 
 
 
 
 
 

It was inevitable that President Donald Trump would comment on U.S. monetary policy.

The President has shown little regard for precedent or institutional norms if he sees them as obstructions on the path to realizing a goal. The Trump administration wants to fire things up: animal spirits, productivity, and economic growth.

 
 
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As the Brexit deadline looms, the impending rupture between the UK and Europe threatens to become the defining political issue of a generation.
 
 
   
 
 
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Want to learn more about how and when to use model portfolios? In Aviva’s latest video, Gemma Savage, Platform Adoption Consultant, explains how they work.
 
 
   
 
 
 
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Defaqto has added Key Investor Information Documents (KIIDs) and fund factsheets to Engage Core, our award-winning end-to-end financial planning software, to further the offering we provide.
 
 
 
 
 
 
 
 
A question that is often asked is whether PruFunds have an ethical stance or indeed are they ethical portfolios? Adrian Gaspar, Product Specialist at Prudential Portfolio Management Group explains more. 
 
 
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“I don’t need it” is probably a common objection you hear when talking to your clients about income protection.
 
 
 
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