It is certainly good to see a small business launched by an adviser to help other advisers, doing so well.
Alan Lakey celebrates ten years of CI Expert remarking that “the quality of critical illness plans improving immeasurably, and we believe we have influenced some real changes”.
The figures are impressive. The comparison tool is regularly used by over 40% of protection advisers.
In the ten years’ previously over 24,000 advisers entered 1.1 million clients into the system, with an average sum assured of £108,000, translating to over £120bn in insurance decisions made and influenced.
Welsh MP Nick Smith has written to the FCA urging the regulator to include more workers within its proposed £71.2m British Steel compensation scheme.
Climate change campaigners protest outside Vanguard’s London offices. The passive giants are coming under increasing scrutiny from this quarter.
Interactive Investor's ethical fund list has seen an impromptu review by Morningstar analysts after a difficult year for ESG.
Of the 40 funds on the ESG investing buy list, only two delivered positive returns in the first five months of the year.
Analysts removed Syncona an investment trust backing early-stage biotech companies as was the Abrdn Europe ex UK Ethical Equity fund due to its relatively inexperienced managers and poor performance in recent years, while the M&G European Sustain Paris Aligned fund was promoted onto the list.
