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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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It’s Time to Move Forwards – Reset Your life Post-Lockdown
In Time to Move Forwards at 4.55pm on 23rd September, you’ll: Explore what will be different and what stays Identify what you…
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Result of FCA’s Business Interruption test case
The Court found in favour of the arguments advanced for policyholders by the FCA on the majority of the key issues. Christopher…
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Grenke – the next Wirecard?
@peter_IFAMAG reads Twitter so you don’t have to. Viceroy Research, who short-sold Wirecard, says Grenke, a German-based asset leasing company, is ‘laundering…
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WLTH 2020 starts!
With over 50+ hours of live content, over 150+ speakers across 10 content channels and 2 days, this is a wealth and…
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Oracle acquires TikTok
@peter_IFAMAG reads Twitter so you don’t have to. On Twitter today; Oracle acquires Chinese video sharing platform TikTok after Microsoft dropped out…
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Not a good Sunday for St James’s Place and Invesco
The Sunday Times kicks off with a cautionary tale about how waiting too long to help older family members with their finances…
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US Stock Market among biggest bubbles in history
@peter_IFAMAG reads Twitter so you don’t have to. On Twitter today; Bloomberg reports the US stock bubble could be the largest in…
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FCA publishes Annual Report and Accounts 2019/20
Highlights from the FCA’s work this year include: their measures to give immediate support for over 3.4 million consumers and for thousands…
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A digital transformation is underfoot
Ritam Gandhi, Founder and Director, Studio Graphene Given the events of the past seven months, it would be easy for all judgements…
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BP purchase £850m stake in offshore wind farms, deal with Equinor
@peter_IFAMAG reads Twitter so you don’t have to. On Twitter today; Credit Suisse reveals plans for Revolut and N26 challenger bank rival.…