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Publication

QUARTERLY NEWS AND INSIGHT FROM HYMANS DIGITAL WEALTH

Digital Wealth Download - Spring 2022

19 May 2022

Paul Waters

by Paul Waters
Head of Digital Wealth

Karen Brolly

by Karen Brolly
Head of Products

Subject: Insurance & Reinsurance, Legislation & Regulation, Master trusts, Retirement solutions, Workplace savings & DC pensions

Audiences: Insurance & Financial Services

It’s five years since LISA came to town, so in this edition of Digital Wealth Download we take a look at how they have performed and the changes that would benefit consumers. The clock is also ticking for the Consumer Duty with significant implementation work needed and the shortest of timeframes between final guidance and implementation. Meanwhile Club Vita’s latest research reveals a staggering 8 year gap for women in their retirement planning, and we also talk to Mercer around the use of Open Finance to drive engagement in their Master Trust while our investment team share their latest insights into today’s turbulent markets.

In the spotlight...

5 years of the Lifetime ISA - what's next?

On the 5th birthday of the Lifetime ISA ('LISA'), we're scoring them for meeting their aims. They’ve promised a lot but not fully delivered in the way needed. Our blog looks at how they've been received in the market, where they provide more opportunities for providers, and what could be done to maximise these opportunities.

Click to read more


 

Preparing for Consumer Duty

Consumer Duty is intended to bring about a heightened prioritisation of customer needs by the Financial Conduct Authority (FCA). In this article, we discuss the proposed rules, Consumer Principle, Cross-cutting rules, the four outcomes and next steps.

Click to read more

 

The 8-year gap – an understanding issue we mustn’t ignore

A recent survey from international longevity experts Club Vita asked the morbid but important question – how long do you think you will live? Our blog summarises Club Vita's findings, including the gap in people's appreciation of their own longevity and the financial consequences on planning for retirement.

Click to read more

 

DC Master Trust - Mercer

In this podcast episode, Victoria Panormo is joined by Phil Parkinson and Rishal Singh from Mercer, to discuss the importance of open finance and how Mercer are using it to drive member engagement within the Master Trust.

Click to listen here

 

Capital Markets Update - Spring 2022

In this Capital Markets Update, Chris Arcari shares the latest trends in the market. In this edition, he examines global themes including the impact of the Russia-Ukraine conflict, government bonds, credit, equities and property.

Click to read more

 

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Current Issues - July 2022

Publications

The Future of Retirement Savings Conference

Events 03 Nov 2022, London

Just what the CMA ordered

Publications

Richard Stock appointed Head of Property and Casualty

News

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