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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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Pensions tax problem offers opportunity for advisers
By Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) HM Revenue & Customs has a pension problem. Every quarter new figures are published…
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Time has come to embrace fact find says B-Compliant
Advisers using detailed file notes instead of fact find documents are likely to fall foul of the FCA’s new assessment framework, warns…
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Propertymark reflections on the latest update that the Renters (Reform) Bill will run out of time to pass into legislation before parliament is dissolved today
Timothy Douglas, Head of Policy and Campaigns at Propertymark, comments on the latest update that the Renters (Reform) Bill will run out…
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SJP’s Mehta analyses the economic impact of the General Election, and what this means for investors
Hetal Mehta, head of economic research at St. James’s Place comments on the economic impact of the upcoming General Election, and what…
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Energy price cap drops again as energy costs become key election battleground
Laura Suter, director of personal finance at AJ Bell, comments on the latest energy price cap: “The energy price cap has dropped to £1,568,…
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No silver lining for retailers as April showers dampen high street spend
Danni Hewson, head of financial analysis at AJ Bell, comments on the latest UK retail sales figures: “There was nothing charming about the rainfall…
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Political parties need to give ‘absolute clarity’ on Triple Lock and Social Care plans, as July election delays key pensions initiatives
Kate Smith, Head of Pensions at Aegon, calls on Rishi Sunak and Sir Keir Starmer to give ‘absolute clarity’ on pensions policy…
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Dudley Building Society reduces mortgage rates by up to 0.80%
Effective from Tuesday, 28th May, Dudley Building Society will be making a series of significant rate cuts across its Residential, Buy-to-Let (BTL),…
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A 100+ year old legal tool that still holds relevance for trusts today: insight & practical tips from Legal Expert, Paul Grant
In this analysis, written by Paul Grant, Associate, at law firm Signature Litigation, Paul shares practical tips should trustees unfortunately become involved…
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What might a change in government after the general election mean for the wealth management industry?
Dominic House, lead consultant at Simplify Consulting, has been reflecting on what we can expect as pre-election campaigning gets underway, as well…