Jenny Hunter
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7IM partners with Delaware UK to accelerate innovation and enhance the adviser experience
7IM has announced a new partnership with digital transformation specialist Delaware UK, as part of its multi-year and multimillion-pound investment in its…
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AI overload: Are advisers building tech stacks when what they really need is one solution?
Artificial intelligence is rapidly becoming part of the adviser toolkit. What started as experimentation with tools like ChatGPT has quickly evolved into…
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Retirement planning: Dynamic Planner focuses on income preferences, not just risk tolerance
Understanding a client’s attitude to risk has long been a cornerstone of financial planning, but when it comes to retirement, advisers must…
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The elephant in the room; Jonathan Newell of BareRock Group asks, who’s paying for complaints against ARs?
Reforms to the Appointed Representatives regime are intended to strengthen consumer protection, but they also expose unresolved questions around accountability and redress.…
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20 years on and still standing! Steve Berridge, IFGL Pensions, remembers A Day and the impact of the 2004 Finance Act
On 6 April 2006, the pensions landscape was fundamentally reshaped. Two decades on, the framework introduced by the 2004 Finance Act continues…
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Salary versus Dividend: HW Fisher share technical considerations for year-end planning
As we approach the end of the tax year, many adviser-client conversations turn to profit extraction strategies for owner-managed businesses. Neil Maslen,…
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It’s time for the financial planning profession to step up and engage with the next generation!
Within the financial planning profession, we are aware that we need to engage with the next generation. We have an ageing demographic…
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Bank of England holds rates at 3.75% as professionals react to adviser impact
The Bank of England has held the Bank Rate at 3.75%, sticking with a cautious approach as inflation remains above target and…
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BoE holds rates at 3.75% as mortgage and property professionals respond
Rates are being held at 3.75% with the Bank still wanting to see a bit more progress on inflation before moving again.…
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An exclusive early access look at The Lang Cat’s State of the Advice Nation paraplanner results
New data from The Lang Cat’s State of the Advice Nation report suggests paraplanners are increasingly viewing the role as a career…
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