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Inheritance tax and pensions: what advisers need to know
A clear summary of the Government’s proposed changes to inheritance tax and pension death benefits.
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How Much is Health Spending Expected to Grow?
This chart collection explores how health spending is expected to grow in coming years, with a look at growth in prescription drug spending, out-of-pocket spending, [Read More…]
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BW SIPP enters growth phase under new CEO
Nick Cooper has been appointed CEO of BW SIPP following a successful transformation and signalling a new phase of strategic growth for the business.
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How to prepare your Funding Strategy Statement for the 2025 valuation
Sharing everything administering authorities need to know about preparing your Funding Strategy Statement for the 2025 valuation, in light of new guidance.
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Health Provisions in the 2025 Federal Budget Reconciliation Law
On July 4, President Trump signed the budget reconciliation bill, previously known as the “One Big Beautiful Bill Act,” into law. This summary provides background, [Read More…]
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Implementation Dates for 2025 Budget Reconciliation Law
This searchable timeline shows the implementation date for the health care provisions included in the 2025 federal budget reconciliation law. previously known as “One Big [Read More…]
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Demand for liquidity driving innovation in private markets
Liquidity pressures are reshaping private markets. We explore the latest innovations – and the risks – driving change across the investment landscape.
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A Tourist Ended Up With a Wild Bat in Her Mouth — And Nearly $21,000 in Medical Bills
In retrospect, Erica Kahn realizes she made two big mistakes. The first was choosing to temporarily forgo health insurance when she was laid off from [Read More…]
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UK equities: time for with-profits funds to go global?
UK with-profits funds favour UK equities far more than global benchmarks, and it’s costing policyholders – but what’s driving the bias and why does it [Read More…]
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KFF Health Tracking Poll: Public Finds Prior Authorization Process Difficult to Manage
Following a pledge by insurance companies to reduce the burden of prior authorizations, KFF’s Health Tracking Poll examines the publics experience with the process. The [Read More…]
