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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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Artificial intelligence and financial advice businesses – all systems go?
Artificial intelligence has the potential to revolutionise the advice industry, offering benefits such as enhanced efficiency and accuracy suggests Tom Hawkins, Head…
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Vanguard UK: Bed & ISA could save clients over £15,000 over the course of a decade
Budget puts Bed & ISA back on the agenda: 13% of clients will move investments from general investment accounts to ISAs or…
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Washington Watch: Economic Impact of Trump vs. Harris
By Libby Cantrill, PIMCO head of U.S. public policy What looks to be one of the closest presidential races in modern history…
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RedArc sees 57% increase in support for children over the past 3 years
The number of children that RedArc supported across all types of conditions increased by 57% between 2020 and 2023, and mental health…
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Mastering Suitability Reports Part 3: Striking the right balance
Suitability reports are a crucial part of the financial advice process, but let’s face it—most clients probably aren’t that excited about reading…
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Retirement income review prompts revisits to processes
Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice, according…
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Square Mile Academy of Funds: Ratings Round-Up for October 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 64 interviews with investment professionals from 40 asset management groups during October 2024.…
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Brooks Macdonald announces the acquisition of CST Wealth Management to continue growth in financial planning
Brooks Macdonald, a leading wealth management firm, today announces the acquisition of CST Wealth Management, the Chartered financial planning firm based in…
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New gold investing doubles before Election 2024, but not in the USA
Gold’s ongoing run of new record prices has seen the number of first-time precious metals investors double ahead of the US election,…
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AMI’s new Protection Viewpoint Report calls for more personalised protection: Four-point action plan unveiled
The Association of Mortgage Intermediaries (AMI) has launched its fifth Protection Viewpoint Report – Making Protection Personal – in partnership with Royal London and Legal &…
