Matt Williams
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Freedom Finance: Highest number of second charge mortgages agreed since 2008
The second charge mortgage industry recorded a strong year of growth in 2022. The value of new business increased by 40% compared…
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LGIM and Richmond Wealth in MPS partnership
Legal & General Investment Management (LGIM) has today announced its Model Portfolio Service (MPS) partnership with Richmond Wealth, a leading Independent Financial…
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Mind the gap – the MPAA is worth £8,480 a year less in real terms than when first introduced in 2015
Thousands of savers aged 55+ who have taken a flexible payment from their pension are hamstrung from saving for retirement and risk…
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Deepbridge Capital: New research reveals advisers prefer EIS to VCT
A new adviser survey* by tax-efficient investment manager, Deepbridge Capital, suggests that financial advisers utilise Enterprise Investment Scheme (“EIS”) investment opportunities more…
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“The Great Retirement or the Great Sickness?” – LCP’s Steve Webb asks is the Government at risk of ‘barking up the wrong tree’ on the rise in economic inactivity?
In his 2022 Autumn Statement speech, the Chancellor drew attention to a rise of 630,000 in the number of people of working…
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Evelyn Partners acquires Leathers LLP
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Leathers LLP, a well-established…
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Dynamic Planner’s Goss: Era of product sales over as industry embraces personal financial planning
CEO Ben Goss sets out vision for the industry and unveils new developments at 11th Annual Conference in Dynamic Planner’s milestone 20th…
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CGT Calculator, flexi-access drawdown and pricing overview in top 10 most-searched features in adviser platform due diligence
Whether a platform has a capital gains tax calculator or not is one of the top 10 most-searched features in advice professionals’…
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A dark year for the UK’s fund management industry’ AJ Bell’s Khalaf comments on IA report of £25.7bn flowing out of funds
Laith Khalaf, head of investment analysis at AJ Bell, has commented on the IA report: “It’s been a dark year for the…
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Origo: Provider back-office improvements essential for Consumer Duty
Product providers need to invest in their back-office admin and improve their service if they are to help advice firms fulfil the Regulator’s Consumer…
IFA Talk Mortage and Property is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Mortgage and Property professionals.
