Meg Bratley
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New study reveals half of UK financial services customers are vulnerable but many are unaware of this
More than half of financial services customers in the UK would now qualify as being vulnerable, up 7% in one year, according…
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Trust dips among middle-aged customers as PMI use rises
Fairer Finance’s Trust in Private Medical Insurance (PMI) Index has fallen for the first time since the consumer group began polling 10,000…
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Q3 Market Outlook: tariff negotiations loom as Morningstar highlights opportunities in European equities
Morningstar has published its Q3 European Equity Market Outlook, which finds that although volatility may persist in the quarter ahead, with tariff negotiations posing…
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CIExpert launches insight zone dashboard
CIExpert is delighted to announce the launch of its new Insight Zone Dashboard, the latest step in its mission to equip advisers…
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ValidPath launches independent Client Buyout Programme to support advisers to exit and retire
ValidPath, the network for independent financial advisers, has today launched its Client Buyout (CBO) Programme, a comprehensive succession and acquisition solution designed to…
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Over 16 million people now say private medical insurance is essential – The Exeter
UK health and life insurer,The Exeter, has today released new findings showing that over a third of UK consumers view insurance products…
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Navigating customer sentiment: why consistency is key in financial services
Written by Jake Sandford, Smart Money People May brought a slight cooling in customer sentiment across the UK’s financial services sector. While…
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IFS: Decisive action needed to create a pension system fit for the next generation, concludes IFS-led Pensions Review
The Institute for Fiscal Studies (IFS), in partnership with abrdn Financial Fairness Trust, today publishes the final report of its Pensions Review.…
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Nationwide cuts mortgage rates for first time buyers, new and existing customers
Nationwide will be reducing rates by up to 0.20 percentage points across selected two, three and five-year fixed rate products with the…
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50% of landlords plan to expand their portfolios in the next one to two years – Coventry for Intermediaries
New research by Coventry for intermediaries reveals that 72% of limited company BTL landlords entered the market in the past five years with nearly…

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