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Lifetime Wealth News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Client segmentation expected to grow amongst advice firms

More financial advisers are going to be segmenting their client base in 2024, according to Aegon and NextWealth.

Lifetime wealthConsumer dutyClient segmentation

More advisers are seeing clients fully withdraw retirement savings early

There has been an increase in the proportion of advisers who say that clients are completely withdrawing retirement savings over a short timeframe, Aegon and NextWealth have found.

Lifetime wealthChetwood financialRetirement savings

Natwest s chair says it s not that difficult to buy a house The data disagrees

It is not “that difficult” for first time buyers to get on the housing ladder, the chair of Natwest Sir Howard Davies has claimed.

North yorkshireUnited kingdomCity ofKaty eatentonEmma revellHoward daviesStephen perkinsYorkshire building societyCentre for policyCharlie conchieGetty imagesPolicy studiesLifetime wealthYellow brick mortgagesSir howard davies

HSBC makes a comeback in the mortgage broker market with adjusted rates

HSBC s return to the mortgage market amid rate adjustments reflects a turbulent landscape and changing economic conditions.

United kingdomJohn charcolJo thornhillRiz malikNick mendesKaty eatentonClydesdale bankCentre for economicsBusiness researchUnited kingdom financeLifetime wealthBroker marketRate adjustment

HSBC makes a comeback in the mortgage broker market with adjusted rates

HSBC s return to the mortgage market amid rate adjustments reflects a turbulent landscape and changing economic conditions.

United kingdomJohn charcolKaty eatentonJo thornhillRiz malikNick mendesBusiness researchCentre for economicsClydesdale bankUnited kingdom financeLifetime wealth

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