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Trending Articles
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Reynolds reaffirms ISA reform on the table ahead of Autumn Budget but remains tight-lipped on next steps
Emma Reynolds, Economic Secretary to the Treasury, reaffirmed that wholesale ISA reform is on the cards ahead of the Aut…
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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti’s Bernadine Reese
In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory develop…
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AI in Advice – two thirds of financial planning firms say tech will shape the future
Financial planning firms across the UK are significantly ramping up investment in technology, with AI seen as a transfor…
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Equity Release figures show substantial market growth
The latest Equity Release Council quarterly figures released today have shown a substantial market growth with a 32% len…
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DWP’s small pot shake-up will boost savings and cut pension costs – industry reaction
With the recent news that the DWP’s is planning to bring together small pension pots, industry experts and professi…
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Average mortgage rates climb despite base rate cuts, while savings rates drop at more than double the pace
Homeowners have seen average mortgage rates rise since October, despite the Bank of England cutting the base rate. Howev…
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Inheritance Tax enjoys record £8.2 billion tax haul in 2024/25; £750 million up on prior year
This morning’s tax receipts update from HMRC shows that Inheritance Tax (IHT) receipts registered a record high total of…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the a…
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CII says institutions must be held accountable for AI outcome
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says instit…
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Bill for underpaid state pensions set to hit £1 billion, with women biggest losers” – Steve Webb, LCP
New figures from DWP suggest that the total amount of state pension arrears to be paid out by the Government because of…
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Downing: Probate delays force clients to cash in investments, adviser research shows
Clients affected by delays in granting probate are being forced to cash in investments and savings to bridge the gap, new research*…
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UK employees need to be more appreciated – Reward Gateway | Edenred
In response to a recent report from Gallup which has tracked global employee wellbeing, Nebel Crowhurst, Chief Appreciation Officer at Reward Gateway | Edenred…
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Jarvis releases free pension tracing tool to help recover lost funds
Jarvis, a pension fintech that empowers employees to actively plan for their retirement, has launched a free pensions tracing tool to help…
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Three reasons investors should be cheerful – despite tariff chaos
From fresh tariffs and fracturing alliances to recession warnings, the headlines scream turmoil. But for investors willing to tune out the noise…
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The ‘bouncebackability’ of US equities: why history is a guide on how quickly we could see a recovery
Written by Daniel Casali, Chief Investment Strategist at wealth management firm Evelyn Partners, says the S&P 500 typically recovers swiftly from short,…
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Advisers ‘risk regulatory issues and customer outcomes on estate planning’
Advisers are risking potential regulatory issues and good customer outcomes if they do not consider wills and Lasting Power of Attorney (LPAs)…
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Equity Release figures show substantial market growth
The latest Equity Release Council quarterly figures released today have shown a substantial market growth with a 32% lending increase compared to…
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Tech helps stock rally grow some legs amid Trump’s reign of confusion
The FTSE 100 is set to follow global stock gains as US stocks post third straight day in the green. Derren Nathan,…
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L&G’s Mortgage Services business welcomes Harpenden Building Society to Surveying Services panel
The new partnership will support valuations for complex and self-build mortgage cases. L&G’s Mortgage Services business has today announced the addition of…
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The proposal to consolidate small pots will help reduce industry operating costs – Scottish Widows
In response to the press release issued this morning by the DWP on the plans to introduce a small pots consolidator that…
