Meg Bratley
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Two in five IFAs expect FCA’s advice guidance boundary review to boost demand for their services
With the FCA’s latest consultation on the Advice Guidance Boundary Review (AGBR) closing this month, new data from Opinium’s IFA (Independent Financial Adviser)…
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Surge in delays in HMRC alternative dispute resolution creating uncertainty for taxpayers
The number of Alternative Dispute Resolution (ADR) cases exceeding HM Revenue & Custom’s (HMRC) four-month resolution target has more than doubled over…
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Latest DWP figures highlight scale of early access to pension
Seven in 10 of the 3 million pension savers who have taken flexible payments since the 2015 ‘pension freedom’ rule changes were…
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Dividend tax squeeze to hit record 3.7 million people
New HMRC figures obtained by Quilter through a Freedom of Information request reveal the full extent of the dividend tax squeeze facing…
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Mike Birch appointed to Scottish Widows Master Trust
Scottish Widows has announced that Mike Birch has joined its Master Trust as a trustee. Mike is a client director with professional…
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As identity fraud cases ramp up, SmartSearch warns ‘basic checks are failing’
New data from fraud prevention service Cifas has highlighted a “worrying trend” of people selling their own identities; more than 118,000 cases…
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51% of Brits are saving money by using AI
As AI tools become more accessible and integrated into everyday life, Adobe Express set out to better understand how people across the UK are…
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Octopus Money acquires Virgin Money’s investment business
Octopus Money has announced that it has agreed to purchase Virgin Money’s investment business, subject to FCA approval – a move that,…
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Rate cuts put the spotlight on cash alternatives: how savers can protect their returns
Evelyn Partners’ Chief Financial Planning Officer Emma Sterland looks at the near-cash or cash-equivalent options for individuals and families looking for cash…
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DB scheme funding improves over July 2025 – Broadstone Sirius Index
The Broadstone Sirius Index – a monitor of how various pension scheme strategies are performing on their journeys to self-sufficiency – posts…
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