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Budgets, taxes and portfolios: what advisers should keep in mind – Aubrey Capital Management
Written by Anna Macdonald, CFA, Investment Manager, Aubrey Capital Management The UK’s next budget will not be delivered…
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The art of storytelling for financial advisers: Explaining money like a human
Financial advice is about more than numbers. It is about people, their goals and the stories that help…
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Royal London announces £61m BPA transaction with the Stora Enso UK Group Pension Scheme
Royal London, the UK’s largest mutual life, pensions and investment provider, has completed a bulk purchase annuity (BPA) transaction with…
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Three years on from disastrous mini budget, UK government bonds remain in focus
Richard Carter, head of fixed interest research at Quilter Cheviot, comments on the UK’s ongoing fiscal pressures and…
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One in three UK families at risk of losing their family home after a partners death, warns Tesco Insurance
New research from Tesco Insurance lays bare the devastating financial reality many UK households would face if tragedy…
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Hargreaves Lansdown: Gilts and the Budget – what investors need to know
Gilt yields have hit multi-decade highs as the Bank of England signals caution over rates. With the autumn…
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Calling for a radical rethink: why Britain needs bold action on debt and inequality | David Macdonald, Path Financial
David Macdonald, expert financial planner at Path Financial, examines the fiscal crossroads facing Rachel Reeves. With mounting debt,…
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Adviser market outlook at a three-year high according to latest Stonebridge research
New research from Stonebridge shows 81% of mortgage advisers are optimistic about the market over the next 12…
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Healix Health: Chronic condition healthcare benefits surge 92% in H1 2025
Healix Health today revealed its H1 2025 benefits usage data, highlighting a sharp rise in claims related to chronic…
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Investment Association sets out roadmap to unlock private market capital to drive European growth ambitions
The Investment Association (IA) – the trade body for the UK investment management industry – today launched its Foundations…
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