Sue Whitbread
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Investment Pathway 1 is runaway most popular choice for drawdown customers according to ii
One of the FCA’s four ‘Investment Pathways’ options to help drawdown customers invest their pension is emerging as a clear winner, according…
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Advisers recognise clients’ expectations of technology
Ross Laurie, CEO, Visible Capital, heralds a warning to adviser businesses to take a leap forward in automating their processes in…
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Aviva Investors delivers on active ESG engagement commitment
Aviva Investors voted on 72,025 resolutions at 6,457 shareholder meetings – voting against 24% of management proposals, including 43% of pay-specific resolutions…
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Tax Barrister, Michael Paulin, assesses the impact of IR35 on IFAs
‘Nightmare IR35 legislation’ – how can IFAs protect themselves? The inception of IR35, which more commonly is known as ‘off-payroll’ rules, can…
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Brookson Legal comments on IR35 deadline
Matt Fryer, Head of Legal Services at Brookson Legal comments on IR35 on the legislation deadline date 6th April: “April 6th is…
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Deepbridge confirms latest £1.3m Innovation SEIS funding
Companies funded in England, Northern Ireland and Wales Deepbridge reports record year of fundraising Venture capital investment manager Deepbridge Capital today announces…
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Don’t forget the link: the subtle change to MTD that finance teams need to be aware of
By Matt Wright, Head of Product ERP, The Access Group It’s safe to say the last year has been tumultuous for everyone,…
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SM&CR certification deadline – Walker Crips’ Sean Lam comments
Sean Lam, CEO of Walker Crips Group plc and founder of EnOC Technologies, comments on today’s (31 March) SM&CR certification deadline and…
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Ascentric and Prudential Financial Planning to rebrand as M&G Wealth
With £28 billion of AUM and AUA, M&G Wealth reveals new brand identities M&G Wealth has announced that its wealth platform Ascentric…
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What Citigroup tells us about how net zero carbon commitments need to be tangible
By Alberto Lopez Valenzuela, Founder and CEO, alva, and author of The Connecting Leader One by one, the banking behemoths of this…
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