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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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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes
The proportion of pensions being drawn down at 8% or over – nearly twice the rate considered safe and sustainable – has…
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Statements from HMRC & FCA highlight ‘risks’ from pre-Budget rush to access tax-free cash – LCP
In the run-up to last year’s Budget, fears over changes to tax-free pension lump sums triggered a surge in withdrawals…
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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With m…
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Investment Trusts – Racing Ahead
Nick Sudbury explains why ITs have outpaced their more flat-footed rivals in the last year The RDR has created a more level…
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Last Calls for Mercia’s EIS Fund
With the end of the tax year drawing ever closer, there is limited time for investors to take advantage of the tax…
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Shock Horror – Investors Still Fancy Commodities
Just when you thought the commodities scene was out for the count, in comes evidence of a revival of interest. ETF Securities,…
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New Adviser Contact at Source ETF
Dominic Clabby takes over adviser contacts and platform functions Source, Europe’s sixth biggest ETF provider, continues its recent advance into the UK…
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Complex Products – A Kick Up The ESMA
ESMA tells firms to improve their selling practices for complex financial products Just weeks after the finalisation of the MiFID II negotiations…
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Jo Gilbey Takes Over Marketing at Intelliflo
Intelliflo, which provides web based business management software for the financial services marketplace, has announced that Jo Gilbey has joined the team…
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EIS investment is on the rise, but where is the capital being allocated?
Mark Payton, Managing Director at Mercia Fund Management, worries about the spirit and the enforcement of the EIS scheme: The government announced…
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Viking Vigilantes
Aviva Investors’ Nick Samouilhan steers a course through troubled water: Throughout the ninth and tenth centuries, Vikings rampaged along the UK and…
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Advisers Tune In to Income Drawdown
Peter Bradshaw, National Accounts Director at pensions and investment planning analyst Selectapension, says that adviser demand for information on income drawdown has…
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Technology & Tax Efficiency – High Returns Don’t Always Mean High Risk
Talon Golding, Investor Relations Manager at Mercia, explains how the risks from leading-edge technology can be contained: The UK and global technology…