Sue Whitbread
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Are you ready for the Senior Managers & Certification Regime?
The clock is ticking ahead of the 9th December implementation date for this FCA ruling. But how ready are you? Compliance consultant…
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Advisers lukewarm over Office of Tax Simplification’s IHT recommendations
Despite reducing complexity, the series of recommendations made by the Office of Tax Simplification (OTS) for updating and simplifying Inheritance Tax (IHT)…
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Platform cost comparison tool launched
Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which allows adviser firms to quickly and accurately…
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Labour manifesto – the potential impact on people’s finances and long term savings
Labour has today published its election manifesto with plenty of proposals that could have a big impact on people’s finances and long…
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Paraplanning in practice
Increasingly, paraplanning is being seen by large numbers of professionals across the UK as a career choice in its own right. Given…
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Using video in financial advice
It is clear that there are forces at play within financial services which are radically altering the way advisers need to manage…
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SUCCESSION WEALTH OPENS NEW HQ
Underpinning its ongoing focus on profitable, nationwide expansion, Succession Wealth, the UK’s largest independent wealth management and financial planning firm, has opened…
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MiFID II can drive opportunities in small-cap investing
Change is the lifeblood of equity markets. The twists and turns of geopolitics, the tides of technological change and the swings of…
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Is PROD just another box ticking exercise?
Designed by the Financial Conduct Authority (FCA) to ensure compliance with MiFID II, PROD – or the ‘Product Intervention and Product Governance…
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Paraplanning in practice
Increasingly, paraplanning is being seen by large numbers of professionals across the UK as a career choice in its own right. Given…
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