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Trending Articles
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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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ONP Solicitors launches recruitment drive for fully remote remortgage case managers
ONP Solicitors, part of Movera, has launched a national recruitment campaign to hire fully remote remortgage case manage…
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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: 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: 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: 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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New era of confidence: MAB data reveals buyers expect to purchase homes sooner
The latest research from Mortgage Advice Bureau (MAB), the UK’s leading mortgage intermediary, has revealed that prospec…
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Proportion of pensions being withdrawn at +8% hits highest ever level across all pot sizes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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What are the Chancellor’s options in the Autumn Budget?
Rob Morgan, Chief Investment Analyst at Charles Stanley, warns that high government bond yields, stubborn inflation and…
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The times they are a-changin’: Quilter Cheviot’s Richard Carter shares analysis on how multi-asset fund strategies are adapting
Reflecting on Bob Dylan’s words written more than 60 years ago, nowhere are changin’ times more apparent than in what’s been going…
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Retail investment bounces back as Bank Rate cut again
The latest insights from Rightmove reveals a bounce back in demand to invest in the retail sector. Demand to invest in the…
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Supreme Court judgment impacts on future tax and estate planning
Written by Sarah Ingram, Partner and Head of Family Law at Winckworth Sherwood The Supreme Court’s recent decision on Standish v Standish [2025] UKSC…
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Dynamic Planner sees record £100bn client holdings as consumer duty marks 2nd year
Ahead of the 2nd anniversary of Consumer Duty on 31st July, Dynamic Planner, the UK’s leading digital advice platform, now has a record £100bn…
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98% of LISA holders are ‘reliant’ on bonus to achieve homeownership aspirations
Nearly all of those who hold a Lifetime ISA (LISA) feel ‘reliant’ on the 25% bonus in order to purchase a home,…
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IBOSS launches blended MPS range to deliver cost-efficient active management for today’s markets
IBOSS Asset Management, part of Kingswood Group, has launched its new Blended MPS — a discretionary portfolio solution designed to meet the…
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Majority of mutuals report AUM growth and Own Funds increasing
Broadstone’s 2024 Solvency and Financial Condition Report (SFCR) Analysis finds a mutual and co-operative sector that is financially resilient with growing assets…
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ASK Partners’ Daniel Austin sets out how and why stabilising the property market ahead of Autumn Budget is so important
With much speculation in the national media this past few days about what might be revealed in the budget, in the following…
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Multi-asset momentum: what advisers are really thinking – and doing – in 2025
Multi-asset funds have long held their place in the investment toolbox for financial advisers. But are they still delivering what advisers and…
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Consumer duty two years on – Chris Jones, Financial Services Director, Dynamic Planner, provides his insights
Consumer Duty is two years old. If the time seems to have gone as quickly to you as it does to me,…
