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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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Fundscape Platform Data Q1/24 – Light at the end of the tunnel?
Platform assets rose by £89.4bn in the first quarter of 2024, a rise of 9.4%, but not all of it was market…
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Sunak calls for Summer General Election – What are the personal finance priorities for the upcoming election campaigns?
Following the calling of a summer general election, to be held on 4 July, by Rishi Sunak, AJ Bell highlights six personal…
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HoC Education Committee’s report marks significant step forward for financial education: reaction from Quilter and Mybnk
Today the House of Commons Education Committee report into strengthening financial education titled ‘Delivering effective financial education,’ has been released, following an…
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Morning Markets – Public sector finances put Tories and Labour in a bind as election looms
Lindsay James, investment strategist at Quilter Investors comments on the latest financial market news, including UK public sector finances: “After the IMF pointed…
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Three ways to know if you have the right Consumer Duty mindset – Redington
Almost a year on from its introduction in July 2023, Consumer Duty has been a wakeup call for wealth and advice firms.…
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HSBC Onshore Investment Bond now available to UK companies
HSBC Life (UK) Limited is offering UK companies the opportunity to invest in its HSBC Onshore Investment Bond which was previously only…
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Building societies rank highest for customer satisfaction but are failing to convert customers
Building Societies are failing to convert high customer satisfaction rates into expanding their customer base, and risk losing market share within the…
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Inflation down but still shy of Bank’s target and public sector borrowing overshoots OBR forecasts as National Insurance cuts wash through
Danni Hewson, head of financial analysis at AJ Bell, comments on the latest inflation and public sector finance figures: “Just like that expectation of a June rate…
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Striking a balance with strategic asset allocation
In this analysis, Dimitris Korovilas, Senior Investment Strategist, Vanguard, Europe explains why making large tactical shifts in asset allocation is likely to…
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Nucleus receives regulatory approval for the acquisition of Third Financial
Nucleus Financial Platforms (Nucleus), one of the UK’s largest adviser platform groups with £89 billion of assets under administration (AUA) from 235,000…
