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PIMFA responds to FCA’s Simplifying the Advice Rules consultation
PIMFA, the trade association representing wealth managers and financial advisers across the UK, has responded to the Financial…
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Yorkshire based chartered financial planners, PenLife Associates, appoint new protection specialist
PenLife Associates, Chartered Financial Planners, has appointed Niall McSharry as Protection and Insurance Specialist, reinforcing its protection proposition…
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UK landlords face rising mortgage costs despite rate pause | mortgage broker insight
Following the Bank of England’s decision to hold the base rate at 3.75% last week, there is a growing…
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In Focus: the foundation of financial resilience in an uncertain world
As part of this week’s ‘In Focus’ series on Protection Planning as the Foundation of Financial Resilience, Katharine Stagg, Managing Director…
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PIMCO’s latest Cyclical Outlook – Layered uncertainty: Conflict, credit stress, and AI
Tiffany Wilding, Economist, and Andrew Balls, CIO Global Fixed Income at PIMCO, examine how a more uncertain and…
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Mercia’s Mark Payton on £80m Northern VCT raise and the rise of regional investment
After securing an £80 million raise for the Northern VCTs, Mark Payton, Chief Executive Officer of Mercia, joined…
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Measuring the hidden costs of annual reviews in advice firms
Following his first article on the hidden constraints of annual reviews, Brian McLaughlin, Founder of Pillar Client Services Ltd,…
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Guardian enhances online experience for advisers
Guardian has improved its adviser portal to give advisers clearer, real-time visibility of clients’ policies, giving them the…
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Good ‘bedside manner’ is still underrated in financial planning | Clifton’s Markwick
What turns a good financial planner into a great one? With the busy tax year-end period in full…
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In Focus: how can protection planning strengthen financial resilience? Expert perspectives
This week, our ‘In Focus’ series examines the strategic role of financial resilience within the insurance and protection…
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