Forces driving the institutionalisation of wealth management

Wealth management is becoming increasingly institutionalised. We examine the key trends driving this shift and what it means for firms and clients. Wealth management has always sat apart from other parts of financial services. Pension schemes exist for one main reason: to provide income in retirement. Insurance transfers risk. Asset management focuses on generating returns for a given level of risk. Wealth management, by contrast, has never had a single job.

What does Europes record wildfire season signal to insurers

Within a single week in July, France recorded its most devastating wildfire outbreak in at least half a century; Spain recorded the largest wildfire in its modern history. A fire in Portugal that briefly ranked as Europe’s largest of 2026 held that title for roughly three weeks. Significant fires are also burning in Greece and countries in the Balkans. Records are not simply being broken this season; they are being broken in succession.

Getting the balance right on SSAS transfers

Pension scams remain a significant concern for regulators, trustees and pension providers. As the Department for Work and Pensions (DWP) considers further safeguards around pension transfers, it is important that measures designed to protect consumers do not inadvertently restrict legitimate retirement planning opportunities. As one of the UK's longest-established SSAS providers, we welcome efforts to strengthen protections against pension scams and fraudulent transfers.

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Lifestyle Actuary

Dalriada Trustees Limited (Dalriada), one of the largest providers of professional trustee services to pensions schemes in the UK, has today announced the appointment of Sarah Brough as a professional trustee.

Lights Camera Actuary

For the next few months Zoe Bolton will be talking to the senior actuaries in these firms, getting a brief insight into their career paths and visions for the future. This month Zoe interviews Shil Patel the UK Managing Director at Dynamo Analytics

Travelling Actuary

This month's Travelling Actuary takes us to the iconic Boston to experience New England at it’s very best.

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