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Trending Articles
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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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ONP Solicitors launches recruitment drive for fully remote remortgage case managers
ONP Solicitors, part of Movera, has launched a national recruitment campaign to hire fully remote remortgage case manage…
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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: 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: 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: 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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New era of confidence: MAB data reveals buyers expect to purchase homes sooner
The latest research from Mortgage Advice Bureau (MAB), the UK’s leading mortgage intermediary, has revealed that prospec…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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What are the Chancellor’s options in the Autumn Budget?
Rob Morgan, Chief Investment Analyst at Charles Stanley, warns that high government bond yields, stubborn inflation and…
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Governance In The World Of Business Relief
Advisers need to look at the quality of governance behind business relief products, says Hardman & Co When advisers first start looking…
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Know Your EIS Investees
Oxford Capital explains why personalised due diligence is fundamental to its investment process Not everything in the world of EIS has changed…
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Winners of CISI Financial Planning Gala Awards 2018 revealed
The Chartered Institute for Securities & Investment (CISI) is delighted to announce and congratulate the winners of our Financial Planning Gala…
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Prospex launches crowdfunding campaign to bring AI capabilities to UK SMEs
Artificial intelligence startup Prospex has launched a crowdfunding campaign on SyndicateRoom. Prospex is preparing for the roll-out of its lead generation…
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The GrowthInvest Adviser Hour: Alternative thinking
The GrowthInvest Adviser Hour Episode 4 delves into the world of alternatives and debt based products (discussing why advisers are increasingly looking…
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Mobeus backs Preservica
Preservica has received a £7.5m ($10m) Series B investment from Mobeus Equity Partners. The money will be used to meet accelerating…
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Weekend press review: investment choices
The Sunday Times business section is reporting some rather worrying trends this week. Firstly, with Bank of England figures due out this…
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KW Wealth acquires Marchant McKechnie
KW Wealth, the independent wealth management group, has acquired the East Yorkshire based independent financial advisory firm Marchant McKechnie. No terms were…
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Why Planning Ahead Is Essential To Optimise The Best VCT
With the lifetime allowance tightening around pensions, Octopus tell us why VCTs could offer a solution for clients Pensions have been increasingly…
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Defaqto wins adviser voted planning tool award
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018. According to Schroders, this award is…