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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pensio…
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Mortgage and Property, Podcasts
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best suppo…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
Exclusives, Insurance and Protection
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients…
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Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth’s Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast. In t…
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FCA mortgage review could drive fairer, more flexible lending
Michael Shand, Managing Principal at consultancy Capco, says the FCA’s mortgage rule review could unlock fairer access t…
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Women’s Rugby World Cup: female sports stars are earning more but must still plan for two retirements
As the Red Roses prepare for tomorrow’s semi-final match against France, women sports professionals are commanding highe…
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IHT receipts rise 5.7% year-on-year, expert reaction to HMRC data
Recent data released today by HM Revenue and Customs (HMRC) reveals that Inheritance Tax (IHT) receipts for the period A…
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Market Report: records in the US, riddles in the UK
Matt Britzman, senior equity analyst at Hargreaves Lansdown, discusses how UK markets edged higher despite mixed signals…
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Saffron unveils four new lending categories in biggest product refresh of the year
Saffron for Intermediaries has unveiled its most significant mortgage updates of the year, introducing four new lending…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group…
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Responsible investing using ETFS
Core exposure focussing on companies with improving ESG profiles Most ESG ETFs, however, will use physical replication. For instance, we have ETFs…
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Carmignac Q1 end assessment
Since then, we have entered phase 2, where markets are recovering from their panic mode, and are encouraged to see the light…
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FCA confirms temporary financial relief for customers impacted by coronavirus
The rule changes will be in force from today and the full range of measures will apply by Tuesday 14 April 2020.…
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Bank of England Embraces Monetary Financing
@peter_IFAMAG reads Twitter so you don’t have to. In a fascinating move the UK has become the first European country to embrace…
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Why sustainable investment matters
A new paradigm? For years, interest in sustainable and impact investing has been on an upward trajectory as investors and investment managers…
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Big Business Abuses Coronavirus Relief
@peter_IFAMAG reads Twitter so you don’t have to. Big UK companies seem to be abusing the government’s Coronavirus relief funds. Journalist @Tabby_Kinder…
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The future of advice
Looking ahead So at a time where it is all too easy to become inward looking, I believe that to flourish in…
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UK Profit Monitor report
The Covid-19 Recession Link Group has categorised UK plc’s sectors according to their vulnerability. The red list contains critically, directly affected sectors…
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Outpour for Boris and Hedge Funds hit by Coronavirus
@peter_IFAMAG reads Twitter so you don’t have to. In shocking news Prime Minister Boris Johnson was moved to Intensive Care last night.…
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CRP Adoption expected to soar – comment from Ascentric
Adoption of Centralised Retirement Propositions (CRPs) expected to soar from 48% to 71% in coming year Advisers increasingly see CRPs as…