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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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Six changes for the new tax year: Aegon’s Steven Cameron provides a useful summary of key considerations
As advisers sew up the busy last few days of the 2022/23 tax year, there is a long list of tax considerations…
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The Openwork Partnership launches new Partnership Development Model
The Openwork Partnership has launched its new Partnership Development Model, designed to provide additional support to partners and enhance the recruitment and…
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SimplyBiz and Comentis join forces on vulnerable clients’ support
SimplyBiz has announced it is working with tech provider Comentis to further strengthen the range of services it offers to help advisers…
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‘Proactively settled’ trial to proceed says the FOS as it publishes Feedback Statement on outcome reporting consultation
The Financial Ombudsman Service(FOS) has published its consultation Feedback Statement on proposed amendments to the way it reports business-specific complaints data. “Over…
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Six key points for pension savers as new tax allowance rules come in on April 6th
In his Budget last month Chancellor Jeremy Hunt dropped what was, in the world of pension taxation at least, something of a…
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Property considered essential to retirement finance: Only 1 in 5 wealthier homeowners haven’t factored their home into their later life planning
New research suggests that just one in five (20%) wealthier homeowners believe that their property will not play a role in their…
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Half of UK adults don’t have a Will
New research from Canada Life has found that one in two (50%) UK adults don’t have a Will. Perhaps surprisingly, a third of…
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One in 12 grandparents use property wealth to support grandchildren
Research from Legal & General Home Finance has found that grandparents are providing financial support for their grandchildren (79%) and one in 12…
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Unleash the Power of Laughter: Exclusive Data Reveals Humor’s Impact on Mental Health This April Fools’ Day
Stress Relievers’ Club, a leading online platform for stress management resources, has released exclusive data highlighting the mental health benefits of humour…
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New research reveals more than half of Brits have been victims of financial crime – to the tune of £118bn
More than half of Brits say that they have been victims of a financial scam, with wealthier people most likely to have been targeted, according to…