Rebecca Tomes
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moneyinfo enables advisers to automate onboarding and client reviews via branded smartphone app
moneyinfo has launched a digital fact find which allows advisers, wealth managers and DFMs to gather fact find information from clients via…
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Plans to reform ‘projections’ rules risk derailing Pensions Dashboards
A proposed overhaul of projections rules used to show investors what income their pension pot might deliver when they retire risk undermining…
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BoE Money & Credit report – “Alarm bells at the Bank of England” say experts
Following on from the Bank of England Money & Credit report published this morning, mortgage and finance experts share their thoughts: Andrew…
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APPG financial education inquiry critical to improve Britain’s financial capability
Following the All Party Parliamentary Group (APPG) on Financial Education for Young People inquiry into the barriers facing schools in delivering financial…
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Joint accounts held by elderly parents and their children spark battles over inheritance
Sharing a joint bank account with an elderly parent to help them manage day-to-day finances is common but, after the parent’s death,…
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Self-employed and foreign buyers buoy market in April– Legal & General
Demand from overseas customers climbed by a third Searches for self-employed sole traders up by 43% Searches for both self-employed clients and…
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BMO UK High Income Trust PLC announces full year results for the year ended 31 March 2022
Net asset value remains flat in challenging market conditions, as Company takes advantage of attractive valuations. BMO UK High Income Trust PLC…
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New data suggests record number of NHS retirements in April 2022
Number of people in NHS being awarded pension benefits hits an all-time high in April 2022, up 28% year on year Following…
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JM Finn reports record FUM of £11.7bn in 2021 annual report
JM Finn has reported record funds under management and administration of £11.7 billion in their Annual Report for full year 2021, an…
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Dentists’ Provident releases annual report showing ‘resilient performance’
The 2021 annual report from Dentists’ Provident, a leading income protection provider for dental professionals, was approved at its Annual General Meeting…
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