The Latest on Illuminate Insight...

15 April 2024


LTA abolition: a welcome change with complex consequences

Andrew Tully

We’re now in a new world of pension tax and, for the first time in nearly 20 years, there is no need to check benefits taken against the lifetime allowance (LTA).  This a welcome simplification,…

9 April 2024

Practice development

5 ways anonymous feedback can improve the workplace

Rebecca Christensen

As the saying goes, a problem shared is a problem halved, however, sometimes people can be hesitant or even resistant to talk about what’s affecting them at work. 74% of employees say they’d be more…

8 April 2024


The FCA’s thematic review: the outcomes

Graeme Stewart

The FCA has published its review of the retirement income advice market and whether clients are receiving appropriate advice on meeting their income needs in retirement.  The FCA stated that its key…

3 April 2024


Any financial planning firm can become a mini media company

Lee Robertson

I’m constantly struck by how financial services businesses have embraced the digital era. On the day I put these thoughts to paper, I had an early morning video session with a financial planner who…

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