Meg Bratley
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Rathbones analysis reveals active is outperforming passive on fixed income but being outsold
UK investors are risking potentially significant underperformance by following the growing switch to passive fixed income funds instead of taking an actively…
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What will AI bring to Group Protection? Asks L&G
Views from experts spanning condition prevention, early intervention, vocational rehabilitation and reinsurance. L&G today announces the launch of the final instalment from…
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Capgemini World Wealth Report 2025: Why UK advisers face rising risk in the great wealth transfer
The Capgemini Research Institute’s World Wealth Report 2025, published today, reveals the global high-net-worth individuals (HNWIs) population rose by 2.6% in 2024. Now in its 29th edition, the…
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Pure Retirement becomes first lifetime mortgage specialist on Mortgage Broker Tools sourcing platform
Lifetime mortgage lender Pure Retirement has become the first equity release specialist to join mainstream sourcing platform Mortgage Broker Tools, highlighting its…
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FCA mortgage rule simplification is a welcome shift, but firms must ensure no one is left behind
Michael Shand, Managing Principal at consultancy Capco comments on the FCA’s consultation on simplifying mortgage rules, which closes today (4th June 2025). “The FCA’s review into mortgage…
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Parmenion group reports growth surge and doubling of platform flows
Parmenion today announces its full-year results for the year ending December 2024 reporting robust financial and operational performance. The annual report and…
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UK Homeowners are borrowing more to renovate, and not relocate
A growing number of UK homeowners are choosing to renovate their existing homes rather than move, with fresh data from Pepper Money revealing a…
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Wealth Management Study identifies size of HNW international life insurance market for first time
A 2024 Wealth Management Market Study for Utmost Group, performed by NMG Consulting, a global financial services advisory business, has for the first time…
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Building societies work hard to help first-time buyers finds Moneyfacts
Building societies are working hard to help first-time buyers get onto the property ladder, but more needs to be done to support…
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Reaction to Spanish Government plans for a 100% indirect property transfer tax on non-EU residents
The Spanish Government has recently presented to the Congress a new draft bill that intends, amongst other things, to impose a new…
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