Connection and conversation are important at this time of year🎄 #Doyouknow Clients who have had financial discussions about wills, POA, intergenerational wealth and gifting with their loved ones are more likely to feel mostly or fully prepared in terms of managing their estate and caring for loved ones. In fact, those who had those financial discussions are more likely to feel satisfied with life, compared to just under six in ten (58%) of those who have not. Find out more insights from our latest Life100+ report here: https://ow.ly/ho2450Usw5W #Life100Plus #CanadaLifeUK #FinancialAdviser
Canada Life UK Adviser
Financial Services
Potters Bar, Hertfordshire 9,433 followers
Discover our technical support for advisers, including guidance, insights and continuing professional development.
About us
We’re building stronger, more secure financial futures for our retirement, investment and protection customers. Established in 1903 in the UK, we’re part of a leading global insurance, wealth and asset management group. We want you and your clients to thrive. To this end, we provide you with comprehensive technical support, CPD-qualifying training, data-led insights and more.
- Website
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https://www.canadalife.co.uk/
External link for Canada Life UK Adviser
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Potters Bar, Hertfordshire
- Type
- Privately Held
- Founded
- 1903
- Specialties
- Retirement, Estate Planning, Savings and Investments, Wealth Management, Investing for Children, Group Insurance, Tax Efficient Bonds, Investment Solutions, Investments, Protection Plans, Offshore Savings, Inheritance Tax, and Trust Solutions
Locations
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Primary
Canada Life UK
Canada Life Place
Potters Bar, Hertfordshire EN6 5BA, GB
Employees at Canada Life UK Adviser
Updates
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#Doyouknow 8.5 million UK adults (aged 55 or over) are unaware that pensions will be brought into the scope of inheritance tax from April 2027? Furthermore, approximately a third (36%) of UK adults aged 55 or over weren’t aware of any current gifting rules. In other words, your clients may not realise that they can reduce their inheritance tax by giving financial gifts to loved ones or charities. Stacey Love, our Tax and Estate Planning Specialist, comments: “Despite the announcement in October’s Autumn Budget, our research reveals that 8.5 million adults 55 or over are completely unaware that pensions will be included in estates from April 2027, making them subject to inheritance tax. Although it seems like a long time away, many people may not yet realise that these changes could draw them into the inheritance tax net or could mean loved ones paying a higher amount on their estate. “Our Life100+ research found that almost a third (29%) of financial gifts are rejected by the intended recipient, indicating that discussions beforehand may not have happened. Furthermore, seven in ten (72%) of those who have talked to their beneficiaries about inheritance are satisfied with life, compared to just under six in ten (58%) of those who have not. Therefore, there are many positives from having more open discussions – both for the benefactor, and beneficiaries in the long-term.” Find out more about gifting and inheritance tax here: https://ow.ly/ObfH50UswiJ Discover insights from our latest Life100+ report here: https://ow.ly/4JNi50UstBU #CanadaLifeUK #Life100Plus #FinancialAdviser #InheritanceTax #IHT #Gifting
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The moment is now – the longevity megatrend is here. As life expectancy continues to rise, it’s more important than ever that clients adapt their financial plans to accommodate a longer retirement. Our on-demand webinar with Canada Life UK’s CEO Lindsey Rix-Broom, and the Big Window’s CEO Lisa Edgar, dives into our Life100+ report’s insights on the longevity megatrend. They’ll be exploring how it changes clients’ perspective on traditional lifetime planning, and how to welcome the opportunities that increased longevity offers. Watch in full here: https://ow.ly/yTQN50UqMxf #Life100Plus #CanadaLifeUK #FinancialAdviser #Retirement #FinancialPlanning
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Retirement as we know it, is changing. The longevity megatrend is here, and it means we are living longer lives. What does this mean for your clients and their plans? How will retirement look for them with increased longevity? And will you need to adjust how you help them prepare for later life? Watch our on-demand webinar, where Canada Life UK’s CEO, Lindsey Rix-Broom and the Big Window’s CEO, Lisa Edgar, discuss the insights from our inaugural Life100+ report and how it will shape the futures of adults in the UK. Watch in full here: https://ow.ly/1qnp50UqMv3 #Life100Plus #CanadaLifeUK #FinancialAdviser #Retirement #FinancialPlanning
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Happy Holidays everyone! #ICYMI We’ve updated our opening hours during this festive season: 📅 Dec 24: 9am – 12:30pm 📅 Dec 25 & 26: Closed 📅 Dec 27 – 31: 9am – 5pm 📅 Jan 1: Closed We hope your holidays are filled with great food, happy moments, and a lot of relaxation time! #CanadalifeUK #CanadaLifeUKAdviser #Finance
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Canada Life UK Adviser reposted this
Canada Life International achieves top financial strength rating from AKG
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Canada Life UK Adviser reposted this
Long read: Why the value of advice extends far beyond financial benefits https://on.ft.com/3VC29Vd
Why the value of advice extends far beyond financial benefits
ftadviser.com
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We’re delighted to announce that Canada Life International’s Financial Strength rating has been upgraded to A (Superior) by AKG Financial Analytics Ltd, the highest rating available. This upgrade marks a momentous achievement as we continue to uphold our financial strength and stability while serving the changing needs of the market. Congratulations to all our colleagues at Canada Life International on this incredible achievement. Visit our website to read the AKG Offshore Sector Financial Strength Assessment report: https://lnkd.in/ekUFhW55 #CanadaLifeUKAdviser #CanadaLifeInternational #AKG #InternationalBonds #FinancialAdviser #FinancialStrength
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Rebecca Gladstone, our Head of Public Policy and Public Relations, will be the keynote speaker at the upcoming air Academy Summit Budget Special on Thursday 12 December. Key highlights: 🎤 A look back at 2024 🎤 The new Government and the implications of the recent Budget 🎤 What will come in 2025 for the later life lending sector Registration here: https://ow.ly/tqRH50Uj3me #CanadalifeUK #CanadaLifeUKAdviser #finance #AirAcademySummit #BudgetSpecial #FinancialAdvice #LaterLifeLending
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#ICYMI We’re witnessing a gradual but profound change in the shape of our societies, which will transform the way we plan for the future – financially, emotionally and practically. The global demographic shift is already happening, and here in the UK, we can expect to see a 90% rise in the number of people reaching 80+ years old by 2050 [1]. Watch Lindsey Rix-Broom, CEO of Canada Life UK, and Lisa Edgar, CEO of the Big Window, as they discuss with Keily Vanstone, Head of Brand and Marketing at Canada Life UK, longevity, the power of conversation, the link between a sense of control and life satisfaction, and more, in 30 minutes. Watch it now: https://ow.ly/Ontz50UhSCf #Life100Plus #CanadaLifeUK #FinancialAdviser [1] Office for National Statistics. (30 January 2024). Principal projection – UK population in age groups (Data set). Retrieved: https://ow.ly/FeKz50UhSCg