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    Making The Difference

    Focus on the Customer Experience, says Giles Cross, Head of Marketing at Sanlam UK   I’ve always worked in financial services. I…

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    Keep ‘Em Guessing

    Your Will? It’s All About Managing Expectations, Says Richard Harvey   I’ve never signed up to the theory that baby boomers like…

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    EISA: Getting the Word Out

    EISA Director General Sarah Wadham Talks to Neil Martin about the drive to get the EIS message across   Sarah Wadham is…

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    Aussie Dives

    Neil Davies, Head of Trading at PlutusFX, takes a look at the Aussie Dollar. The Aussie Dollar has dropped to a four…

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    Burning Issues: Dear Santa

    Our Burning Issues Team Calls In the Experts for Views on the Macro Environment After This Autumn’s Turmoil. Not All of Them…

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    Learning From the Client

    The Pension Guidance Guarantee has raised a lot of important questions about client viewpoints, says Gill Cardy. Are advisers listening?   Whenever…

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    Make Sure You Read The Label

    Understanding how funds are run and what they actually aim to deliver is crucial to avoiding disappointment later, warns Nick Samouilhan, multi-asset…

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    Autumn Statement Sentiment

    An IFA Magazine round-up of sentiment regarding the Chancellor’s Autumn Statement.   Octopus Investments Simon Rogerson, CEO of Octopus Investments, said: “UK…

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    ‘The Road to Chartered’

    The financial planning industry is undergoing more challenges than ever. From the impact of the RDR and the effects of the economic…

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    The Spring Budget That Wasn’t

    Whoops, did somebody call it a Budget? It wasn’t us, guv, honestly. But so much for the secrecy of the red briefcase.…

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