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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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The Exeter announces agreement with iGPR to streamline requests for medical information
UK health and life insurer, The Exeter, has announced a new agreement with iGPR, the market-leading provider of redactio…
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Freedom Health Insurance launches Freedom 360: a powerful new health and wellbeing toolkit tailored for group clients
Launching on 1st October 2025, Freedom Health Insurance is proud to announce Freedom 360, a comprehensive health and wel…
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UK state pension age review launched amid rising demographic pressures
Dr Suzy Morrissey today announced she has been appointed by the Department for Work and Pensions (DWP) Secretary of Stat…
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UK CPI preview: inflation, rate cuts, and the pound’s path forward
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com The UK Consumer Price Index (CPI) will be release…
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Inflation hits 3.8%: industry experts share their insights
The latest inflation data shows the Consumer Prices Index (CPI) has risen to 3.8% in July, up from 3.6% in June, marking…
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State Pension could rise by £550+ thanks to Triple Lock as earnings growth outpaces inflation
New analysis from leading independent financial services consultancy Broadstone suggests the State Pension is set for an…
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Bank of England faces policy pivot
Written by Mark Michaelides, chief commercial officer of lender Molo While the Bank of England’s Monetary Policy Commit…
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Industry experts react to HMRC’s latest IHT figures
This morning’s HMRC update reveals a notable rise in Inheritance Tax (IHT) receipts, which reached £3.1 billion during t…
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Aviva launches new guaranteed fixed term annuity to meet evolving retirement needs
Aviva has today announced the launch of its Guaranteed Fixed Term Income Plan, a new addition to its retirement income p…
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State pension set to rise by 8.5% in 2024 as September inflation comes in at 6.7%
Tom Selby, head of retirement policy at AJ Bell, comments: “Provided the government sticks to its state pension triple-lock promise, today’s CPI…
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Old Mill appoints Hugh Johnson to help expand Wealth Management offering
Financial experts Old Mill have appointed Financial Planner and digital advice specialist Hugh Johnson to the Wealth Management team. Hugh, who is originally from…
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Nikko Asset Management joins long list of financials calling for plastic reduction
Nikko AM is the latest to join a large, worldwide engagement group of investors, becoming a signatory to the investor statement calling…
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MARS users identify similar number of vulnerable people as FCA, MorganAsh data reveals
Firms using vulnerability assessments for their Consumer Duty compliance are identifying a similar proportion of vulnerable clients as the FCA’s own findings,…
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Employers probably have more menopause support than they realise (GRiD)
Even if employers do not have a dedicated menopause support provider, they may well have more support for menopause than they realise,…
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Open Property Data Association complete Executive Committee with appointment of Atom bankOpen Property Data Association complete Executive Committee with appointment of Atom bank
OPDA has today confirmed the completion of its Executive Committee with Atom bank taking the final founder position. The strategic collaboration of…
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FSCS announces interim CEO
Martyn Beauchamp joins the financial services compensation scheme (FSCS) as interim CEO. Martyn is an experienced leader who has led listed, private…
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Mercer x CFA Institute Pensions Index reveals the impact of AI on pension systems
• Index compares 47 retirement income systems, covering 64 per cent of the world’s population Mercer and CFA Institute have released the 15th annual Mercer…
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Origo Transfer Index shows average pensions times improved over quarter
Average pensions times have improved over the last quarter, latest data from the Origo Transfer Index shows The Index publishes the transfer…
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Social investment fund tackling inequality backed by Macquarie Group Foundation and BD Giving
Today an innovative social impact investment fund aiming to reach diverse-led Social Purpose Organisations has received £1.5m from the Macquarie Group Foundation, which…