Sue Whitbread
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Powerful new research for advisers on intergenerational planning as Prudential unveils “Family Wealth Unlocked” study results
New research from Prudential drives practical support for advisers to have more informed intergenerational planning conversations with clients Using powerful new research,…
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Two new wind energy sites acquired as Blackfinch Energy starts new year on a high
Two new wind energy sites acquired, including the firm’s first subsidy-free wind development Blackfinch Energy has expanded its renewable energy portfolio, following…
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7IM builds on ESG offering with launch of Responsible Choice Model Portfolios
7IM has announced the launch of its Responsible Choice Model Portfolios, using its expertise in responsible and multi-asset investing to broaden its…
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Cash savings remain top asset class among investors
A new independent survey of more than 900 UK-based investors has uncovered which assets they will be buying and selling in the…
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Three in five of the ‘sandwich generation’ feel more equipped for this recession after living through 2008
44% of 40-59 year olds have directly changed their financial behaviour as a result of the last recession A fifth (17%) of…
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Shake-up of CGT? What can we expect from the Chancellor’s Budget and should potentially divorcing partners take heed?
London law firm Collyer Bristow’s Jonathon Goldstone looks at some of the important implications CGT changes may have in divorce The Covid…
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Important new appointment at Haatch Ventures – Kate Cooper to lead compliance and operations functions
Kate Cooper has joined Haatch Ventures as Head of Compliance and Operations, with the brief to develop market leading processes and controls…
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Securing the digital age – Origo’s Rafferty highlights why advice firms must have robust cyber security protection in place
Balancing adoption of digital processes and protecting against cybercrime are going to be key areas for financial advice businesses in 2021, says…
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FCA finds Covid-19 leaves over a quarter of UK adults with low financial resilience
The Financial Conduct Authority (FCA) has released its latest Financial Lives survey (FLS), looking at consumers’ financial situations, the financial products they…
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Treasury sets out plans to increase pension access age to 57 in 2028
The age at which someone can access their pension will increase from 55 to 57 in April 2028 under plans outlined by…
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