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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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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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Income Protection Action Week: making protection a priority, not an afterthought
Exclusives, Insurance and Protection
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucia…
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UK SDR labels: Early analysis from Morningstar of what the market of sustainability-labelled funds may look like
At the end of 2023, the UK’s FCA unveiled its Sustainability Disclosure Requirements (SDR) and investment labels regime for investment products, which…
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Coventry for intermediaries reduces all fixed rates
Coventry for intermediaries has cut all fixed rates, with reduced options available for new and existing customers. Residential rates have reduced by…
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HMRC issues new warning to crypto users over tax obligations
HMRC has today issued a new warning to crypto users that they may have to file a Self Assessment tax return before the 31…
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Succession Wealth acquires DFP Health & Wealth management
Succession Wealth, one of the UK’s largest wealth management and financial planning groups, today announced acquisition of DFP Health & Wealth Management,…
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January busiest ever start to the new calendar year for mortgage searches
As the post-Christmas listing boom has filtered its way through to mortgage enquiries, the latest data from Twenty7tec, leading adviser tech, shows…
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Aptia formally launches, becoming the largest private pensions administrator in the UK
Aptia (the “Company”), a dedicated pension, health and benefits administration specialist, today announced its formal launch with 1,100 global clients to support more…
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Company managers have moved on from inflation says Fidelity’s analysts
Gita Bal, Global Head of Research, Fixed Income, Fidelity International, provides a preview of the firm’s upcoming annual Analyst Survey, outlining the shifting…
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The future of financial planning has arrived, for some
Andrew Storey, Group Innovation Director at EV We don’t have to remind advice and planning professionals about the fundamentals of good practice…
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8 out of 10 pensioner homeowners entitled to benefits failing to claim – missing out on £1,231 a year
• Just Group urges cash-strapped retirees to double-check their eligibility for State benefits • Retirement specialist’s annual insight report finds 79% eligible…
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Full speed ahead or slam on the brakes? Dealmakers diverge on AI adoption without government intervention
Written by Merlin Piscitelli, Datasite Chief Revenue Officer, EMEA Artificial Intelligence (AI) is transforming industries worldwide, promising improved efficiency and productivity across…