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Government ‘kicks pensions adequacy review into the long grass’ after Budget employer tax hit
Following reports today that a major review into pensions adequacy has been shelved amid mounting concerns about loading…
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Investment bonds – Defaqto’s Ben Heffer tells us why it’s been all change in 2024
The tax-efficient nature of onshore and international investment bonds has brought them into sharper focus following the Autumn…
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Celebrate your successes, urges Origo CEO, as he offers practical year-end tips for advice businesses
With 2025 just around the corner, Origo CEO Anthony Rafferty is urging financial services companies and teams to…
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Norman Chambers Joins the Fiducia Commercial Network Team
Fiducia Commercial Network has today (Monday 16th December) confirmed Norman Chambers as their new Executive Relationship Director. The…
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Simplybiz Mortgages adds Penrith Building Society to lender panel
Simplybiz Mortgages has announced the appointment of Penrith Building Society to its lender panel. The partnership with Penrith…
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IA outlines aim to boost financial resilience and growth in response to Labour’s FS Strategy
Responding to the Government’s consultation on Financial Services Growth and Competitiveness Strategy, the Investment Association (IA) representing the…
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Strong demand for vulnerable customer expertise as training platform reaches milestone 20,000 completions
The Consumer Vulnerability in Later Life online training provided by Just with content provided by SOLLA, has been…
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Gifts valued above £1m made to charities in wills increased by a third last year to £1.1bn as families look to reduce IHT
The value of gifts over £1m made to charity in wills has increased by 33% to £1.1bn from…
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Hymans Robertson urges advisers to assess impact of new sustainability regulations on their business
IFAs must understand how the FCA’s Sustainable Disclosures Requirements “SDR” impact their business, now that the Anti-greenwashing regulations…
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Focus Business Solutions returns to independence after nearly 14 years following successful completion of MBO
Focus Business Solutions has today announced the successful completion of its management buyout (MBO) from abrdn, marking a…
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