Unbiased

This week's Commentator of the Week is Karen Barrett, Chief Executive & Founder of Unbiased. It was announced in the Autumn Budget that pension pots will be subject to inheritance tax from 2027. As pensions are not currently seen as part of an individual's estate, and so are exempt from inheritance tax (IHT), the announcement by Chancellor Rachel Reeves has huge implications. Karen Barrett, Chief Executive and Founder of Unbiased, comments on how bringing pensions under inheritance tax is likely to prompt a huge rethink in financial planning. https://lnkd.in/ehev4VEK

Chancellor Rachel Reeves has outlined several crucial changes in the Autumn Budget 2024 that will impact your clients. Read our summary on the changes and how you can support your clients through these https://hubs.li/Q02WkrJZ0 #AutumnBudget2024 #FinancialAdvisers #TaxPlanning #Finance #EconomicOutlook #FiscalPolicy #FinancialPlanning #Unbiased

Demand for financial advice rises ahead of Autumn Budget, finds Unbiased According to Unbiased, the number of businesses seeking advice increased by 122.7% between 5th July and 15th October 2024.

With the Autumn Budget announcement on October 30, all eyes are on Chancellor Rachel Reeves and the potential financial changes ahead. Which changes will impact you the most? Share your thoughts! #Finance #AutumnBudget2024 #EconomicOutlook #FiscalPolicy #FinancialPlanning #Unbiased

In the last 90 days Phil Anderson Financial Services Ltd. has accepted 80 of a possible 772 leads from Unbiased. The cost of the leads was £13,086 with a return of £52,904. While I think our conversion rates could be better it's a pretty good return on investment. The key to success with these leads - dealing with them quickly! That's down to Emma Reid & Peter Brown - DipFA PETR MLIBF. I would love to buy more leads but we just don't have a big enough team. If you are a financial adviser looking to earn more, in a great working environment, get in touch as I would love to expand our team with the right people. #Unbiased #FinancialAdvisers #FinancialPlanning

Fantastic day at FT Adviser #FAF2024 this week. A packed agenda focusing on growing your business and the importance of integrating technology for enhanced operational efficiency and client experience. #Unbiased #businessgrowth #leadconversion #financialadvisers

We're excited to announce the latest evolution of the Unbiased platform. We've partnered with intelliflo to enhance the experience for advisers. This integration is available to all financial advice firms currently using both Unbiased and intelliflo.  We're currently contacting eligible companies to allow the integration.

Our CRO, Matt Cockayne, joining the panel at FT Adviser's Financial Advice Forum discussing personal branding and marketing strategies for financial advisers. Key points including what strategies financial advisers can employ to tap into data solutions for identifying and attracting new clients. #FAF2024 #Financialadvisers

We're looking forward to FT Adviser's Financial Advice Forum tomorrow. Our CRO, Matt Cockayne, and CMO, Tim Grimsditch 🇺🇦, will be taking part in sessions all about growing your client base and improving your conversions. Hope to see you there! #FAF2024 #FinancialAdvisers #Unbiased #businessgrowth #leadconversions

Are you retirement ready? Our research reveals that the majority (57%) of people aren't confident they have enough time to save for the retirement they want. It's great to see the important message of getting retirement ready being picked up by a host of publications, including FT Adviser https://hubs.li/Q02PFWVz0 Our Founder and CEO, Karen Barrett, commented: "Preparing for retirement is one of the most important financial steps we can take in life, but it can feel daunting. And, as our research shows, too many people in the UK are approaching retirement without a clear plan. It’s crucial not to bury your head in the sand. Getting an informed plan in place as early as possible is key. Speaking with a professional can help cut through the jargon and give you the confidence to make the right decisions for your future. At the same time, the advice industry must work harder to lower the barriers to accessing quality advice, especially for those with fewer assets. Government action on mandatory pension schemes, education, and public awareness is also critical to improving the nation’s retirement readiness." #PensionAwarenessWeek #Pensions #Retirement #FinancialAdvice #Unbiased