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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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FCA mortgage review signals a shift towards smarter, fairer lending
Michael Shand, Managing Principal at consultancy Capco comments on the FCA’s ongoing review of mortgage rules: “The FCA’s ongoing review of its…
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Cold feet: fear of losing money holds back majority of amateur investors
Just over half of investors feel confident investing (57%) with only one in five feeling very confident (20%), new research shows. The…
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Over a third (37%) of financial services employees say they often use public AI tools for work purposes
Today, Smarsh, the global leader in communications data and intelligence, reveals new research that highlights UK financial services employees’ perspectives on artificial intelligence…
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Popularity of trusts soars as pensions move into scope for IHT
With pensions set to come into scope for inheritance tax (IHT) from 2027, legacy wealth planning is becoming increasingly significant. Many clients…
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The AI imperative in asset management: FE fundinfo’s Adam Graham explains why operational readiness comes first
As AI continues to dominate strategic conversations across the investment sector, the reality for many asset managers is that operational fragmentation, legacy…
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AdviserSoftware.com launches new technology index to support better understanding of adviser use of technology
AdviserSoftware.com, part of market-leading advice tech consultancy Financial Technology Research Centre (FTRC), has launched its inaugural “Adviser Technology Index” (ATI), taking a…
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Fund manager view: abrdn’s Gabriel Sacks outlines 3 reasons for retaining faith in India’s investment journey
Despite recent market jitters and geopolitical flare-ups, Gabriel Sacks, Co-Manager of abrdn Asia Focus plc, argues that India’s long-term growth story remains…
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IFS: The tax system is making net zero more costly than it has to be
The government’s commitment to achieving net zero by 2050 is an ambitious one that will involve costs to households and firms. The…
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FCA continues mortgage rule review to boost home ownership
First-time buyers, the self-employed and people borrowing into retirement could benefit from further possible changes to mortgage rules. The FCA is seeking…
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CII sets out vision for vulnerability data sharing
The Chartered Insurance Institute (CII) has outlined a vision for transforming how vulnerability data is shared across the insurance and personal finance…