A new analysis from the LIMRA Secure Retirement Institute shows many older workers have balances left in old employers’ retirement plans that may not be receiving adequate attention. LIMRA, which ...

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The trend of orphaned clients on platforms has continued to grow, increasing 23 per cent last year alone, research has suggested. Research from consultancy Alpha FMC, published today (March 9), found ...

The aging population of Baby Boomers have been forced to confront a myriad of both medical and financial issues in planning for the last decades of their life. Perhaps one of the most striking ...

Ask any risk insurance adviser for ways you can help build their business and one of the responses will certainly be a delicious twist on the above: “Orphans? Please sir, may I have some more?” The ...

Platforms that charge clients extra if they have been abandoned by their adviser have defended their policies despite the regulator saying it has concerns about these practices. Aegon, Aviva, AJ Bell ...

The firm is in discussions with two providers about taking on the servicing of their orphan clients and it hopes to go live with at least one of the providers by the end of the year. Chief executive ...