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Trending Articles
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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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Income Protection Action Week: protection claims – are we telling the whole story? The Exeter
Exclusives, Insurance and Protection
Written by Jack Southcott, Head of Protection Proposition at The Exeter In the world of protection insurance, trust is e…
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Income Protection Action Week: shining a light on a lifeline too often overlooked
Exclusives, Insurance and Protection
While insurance products like life cover and critical illness often take centre stage, income protection remains less wi…
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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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Income Protection Action Week: highlighting the value of holistic support
Exclusives, Insurance and Protection
As the fourth day of Income Protection Action Week comes to a close, attention now turns to the final day tomorrow, a ch…
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Income Protection Action Week: helping advisers put income at the heart of client conversations
Exclusives, Insurance and Protection
This year’s Income Protection Action Week shines a spotlight on the vital role advisers play in helping clients protect…
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Income Protection Action Week: what are industry professionals really seeing, and saying?
Exclusives, Insurance and Protection
As Income Protection Action Week continues, the conversation around financial resilience is more relevant than…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals…
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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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Using smoothed With Profits within financial planning solutions
In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions…
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Just Wealth expands training and skills sessions for advisers
Just Wealth, the financial services arm of national brokerage Just Mortgages, has enhanced its internal training for both new and existing wealth…
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Simply Biz and Defaqto parent company, Fintel, annouces acquisition of Owen James Events
Addition of market leader marks Fintel’s sixth acquisition in twelve months Fintel, the leading provider of fintech and support services to the…
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What are the tax benefits for individuals investing through SEIS?
One key benefit is that an investor is eligible for income tax relief in respect of shares issued to him or her…
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Autus Data shares latest ‘Landscape’ report into key numbers & trends in UK financial services
Autus Data Services has produced its latest, authoritative ‘FCA Register & Directory Landscape’ report. It looks at the key numbers and trends…
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Top 5 reasons to invest in a Venture Capital Trust (VCT), according to Calculus’ Director Francesca Rayneau
As the financial year draws to a close, and with HMRC showing a 50% increase in people paying at least 40% income…
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‘The three stages of emotions about the Fed’: MFS IM’s Benoit Anne shares views ahead of Fed meeting
In this analysis, Benoit Anne, Managing Director – Investment Solutions Group of MFS Investment Management, looks ahead to the Fed meeting on…
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Vanguard’s Bank of England Preview Commentary: Laying the path for rate cuts
Ahead of this week’s interest decision from the Bank of England, Shaan Raithatha, Senior Economist & Strategist at Vanguard has commented. Shaan’s…
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The road ahead: SEI’s Womack shares practical tips for advisers keen to ensure a forward-thinking client proposition
It’s certainly an uncertain world out there for advisers. In this article for IFA Magazine, J. Womack, Global Head of Investment Solutions…
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CISI launches mental health and addiction awareness e-learning modules
Financial services professionals globally are being offered the opportunity to learn how to boost their wellness, both personally and in the workplace…
