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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Newly Launched Website Leads the Way in Vulnerable Customer Support Training
In an ambitious stride towards enhancing support available for vulnerable customers, Helen Pettifer Training Ltd announces the launch of its new website. …
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Vanguard’s BoE Preview: We maintain our view that the Bank will start cutting rates in August
Shaan Raithatha, senior economist at Vanguard Europe, provides preview commentary ahead of the Bank of England’s Thursday meeting. He said: “We expect…
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St. James’s Place launches its first nationwide brand campaign
St. James’s Place (SJP) unveils a new campaign that celebrates the importance of tailored one-to-one financial advice in life. ‘Invaluable Advice’ by…
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Fundscape publishes the Essential Guide to UK fund Distribution 2024
The UK asset management industry is facing unprecedented challenges: the rise of index solutions and commoditised investments, institutional-type pricing, competition form cash…
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Financial services leaders optimistic about business outlook and a general election
Business leaders in the financial services sector are feeling confident about business growth for the second quarter of 2024 (April-June), according to…
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EXCLUSIVE: GrowthInvest’s Melissa Griffiths explains the focus on IHT mitigation and the benefits of diversification
In the next instalment in our series of exclusive interviews with industry experts, Melissa Griffiths, Head of Sales at GrowthInvest, provides her insight…
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Robeco’s latest SI dilemma analyses why engagement remains vital to stay on course on climate
Releasing their latest SI Dilemma deep dive this morning, Robeco have reminded us that some large investors recently left the Climate Action…
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Quilter announces next instalment of platform enhancements
As part of its ongoing roadmap of improvements and its commitment to improving adviser and client experience, Quilter has today announced the…
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CGT landscape set for transformative shift as advisers grapple with 260,000 individuals entering scope for first time
Written by Simon Harryman, Senior Business Development Director at Ingenious The landscape of Capital Gains Tax (CGT) is undergoing a transformative shift…
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5.2 million of over 55s don’t know if their estates will be taxed
A quarter (25%) of over 55s – equivalent to 5.2 million – do not know if their estates will get charged inheritance…