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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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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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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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abrdn: are French bonds now “peripheral” rather than “core” assets?
Felix Feather, economist at abrdn: “We think French government bonds will increasingly behave more like “peripheral” rather than “core” assets. While this…
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How to retain full entitlement to the residence nil rate band using a discretionary will trust
Leading Estate Planning and Trust Services company, Solidus explain how you can maximise your clients inheritance tax allowances using trust arrangements. Where…
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Marlborough makes ‘substantial’ investment in Clever Adviser Technology
Investment management and fund solutions group Marlborough has made a ‘substantial’ investment in Clever Adviser Technology. The deal means Marlborough has taken…
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New HMRC figures show number of taxpaying pensioners continues to ‘soar’ – Steve Webb, LCP
In the midst of the election debate around pensioners and tax, HM Revenue and Customs has today published its annual update of…
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Picture this: a broader horizon brings better value says Ninety One
Ninety One’s Multi-Asset Credit team explains that a preference for quality has seen many high-yield investors flock to a part of the credit…
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Keen on green? 5 questions to ask about investing in the green transition
Daniel Lurch, lead PM of the Green Planet fund at J. Safra Sarasin Sustainable AM talks us through his answers to those…
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The Impact of the Leasehold and Freehold Reform Act on Landlords
Written by Katherine Simpson, Partner at Edwin Coe LLP The Leasehold and Freehold Reform reached the Statute Book at speed, having been first…
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AT1s: Finding the risk/reward sweet spot
By Andrew Lake, head of fixed income at Mirabaud Asset Management It’s been over a year since Credit Suisse; subordinated financials once…
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EFG Private Bank expands UK services by launching an Independent Asset Management platform in London
EFG Private Bank, the UK arm of Swiss private bank EFG International, announces it has launched a dedicated Independent Asset Management (IAM)…
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New HNW research: Investors to increase real estate investing but demand change from next government
Nearly three in five (58%) HNW investors plan to significantly increase their overall investment allocation to real estate in the next 12…
