Business & Development
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Pensions tax problem offers opportunity for advisers
By Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) HM Revenue & Customs has a pension problem. Every quarter new figures are published…
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Time has come to embrace fact find says B-Compliant
Advisers using detailed file notes instead of fact find documents are likely to fall foul of the FCA’s new assessment framework, warns…
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A 100+ year old legal tool that still holds relevance for trusts today: insight & practical tips from Legal Expert, Paul Grant
In this analysis, written by Paul Grant, Associate, at law firm Signature Litigation, Paul shares practical tips should trustees unfortunately become involved…
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Charges for Professional Representatives Detailed for the First Time in New Ombudsman Service Consultation
The Financial Ombudsman Service has today set out its proposed changes to its fee structure, following the introduction of legislation in Parliament. …
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Pensions Pile onto platforms, but outdflows continue to rise
Platform asset growth continued the momentum gained in positive markets in Q4 2023 into the first three months of 2024. The all…
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The Unloved UK Smaller Companies sector
Written by Stuart Widdowson, Managing Partner at Odyssean Investment Trust As in many historic periods of market stress, investment horizons have shortened…
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Fair fees and falling adviser numbers among most discussed topics on cherry forum
The fees brokers pay to the Financial Conduct Authority (FCA) and predictions of falling numbers of advisers in the years ahead were…
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Equity Release Council launches legal guide and champions lawyers’ safeguarding role with vulnerability insights report
The Equity Release Council has launched a Legal Guide to Equity Release as well as a new report, Vulnerability Vigilance, exploring the most common customer vulnerabilities…
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A best-practice guide for client vulnerability
Identifying and supporting vulnerable clients is easier said than done. Identification can often be a reactive process; highly subjective and inconsistently deployed,…
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BAT Software launches AI File Checker to revolutionise file checking in financial services
BAT Software has announced the release of its ground-breaking Artificial Intelligence (AI) file-checking tool, which is set to automate and enhance the…
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