Neale Smith
Qualified to associate level with the Chartered Insurance Institute (ACII) and fellowship level with the Personal Finance Society (FPFS), Neale has over 30 years industry experience working for large, well-known providers in a variety of adviser and client-facing positions. Neale joined Scottish Widows following the acquisition of Embark Group and works alongside the Scottish Widows distribution team covering a variety of wealth, tax-planning and holistic financial planning subjects.
Triple lock changes and state-funded social care
The proposed changes to the State Pension triple lock and social care funding could reshape retirement, care and estate planning...
ISA changes from April 2027
From 6 April 2027, the ISA landscape changes significantly. Reduced Cash ISA allowances, restrictions on certain ISA transfers, a new...