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Trending Articles
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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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Income Protection Action Week: shining a light on a lifeline too often overlooked
Exclusives, Insurance and Protection
While insurance products like life cover and critical illness often take centre stage, income protection remains less wi…
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Income Protection Action Week: protection claims – are we telling the whole story? The Exeter
Exclusives, Insurance and Protection
Written by Jack Southcott, Head of Protection Proposition at The Exeter In the world of protection insurance, trust is e…
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Income Protection Action Week: highlighting the value of holistic support
Exclusives, Insurance and Protection
As the fourth day of Income Protection Action Week comes to a close, attention now turns to the final day tomorrow, a ch…
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Income Protection Action Week: helping advisers put income at the heart of client conversations
Exclusives, Insurance and Protection
This year’s Income Protection Action Week shines a spotlight on the vital role advisers play in helping clients protect…
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Income Protection Action Week: what are industry professionals really seeing, and saying?
Exclusives, Insurance and Protection
As Income Protection Action Week continues, the conversation around financial resilience is more relevant than…
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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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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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Income Protection Action Week: making protection a priority, not an afterthought
Exclusives, Insurance and Protection
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucia…
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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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7IM announces acquisition of Partners Wealth Management as it pursues broader growth strategy
7IM has today announced it has acquired Partners Wealth Management (PWM) as part of its long-term strategy of continued growth. Established in…
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To commute or not to commute, that is the question?
If you’re struggling to find an upside to Covid-19, consider this: in future you may get to spend more time with your…
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FCA publishes end of transition rules
The FCA has published an updated version of the FCA Handbook to show the rules that will apply at the end of…
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Eric A. Stein, CFA, Appointed Chief Investment Officer, Fixed Income, of Eaton Vance Management
Eaton Vance announced yesterday the appointment of Eric A. Stein, CFA, as Chief Investment Officer, Fixed Income, of Eaton Vance Management (EVM),…
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Winklevoss Twins launch Bitcoin exchange in the UK
@peter_IFAMAG reads Twitter so you don’t have to. The Winklevoss Twins launch their Bitcoin exchange in the UK today. James Hurley shares…
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Octopus Investments launch £25m Apollo VCT fundraise
Octopus Investments, part of Octopus Group and the UK’s largest VCT manager, has announced the launch of a new £25 million fundraise…
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Turning a client testimonial into a clincher
It must have been said a thousand times now – the pandemic and subsequent lockdown has inspired advisers and planners to change…
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ARIE Capital Technology EIS Fund 3 investee profile
Producing chemical-free, clean, naturally grown food, and reducing food waste is critical. UK food shrinkage is at £11 billion per year. In…
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The dark side of analyst estimates and forecasts
The darker side of the estimates But what if there was another, much darker, force at play when analysts and economists produce…
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How Alan’s adviser helped him kickstart his estate planning
Alan’s adviser explains the risks John makes it clear to Alan that the value of any BPRqualifying investment, and any income from…