Fixed Income in the News
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How to plan for inheritance tax within an ISA wrapper
For professional advisers and paraplanners only. Not to be relied upon by retail investors. An older client has diligently invested in their…
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Podcast episode #27: Consumer duty, pensions and the world of advice with Aegon’s Steven Cameron
Click here to listen on Spotify Click here to listen on Apple Podcast We always enjoy our conversations with IFA Talk podcast…
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Advice firms remain resilient but macroeconomics dampen turnover predictions – the lang cat research
The vast majority of advice firms continue to add clients and three-quarters of them rarely see customers exit their businesses, but the…
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Industry experts comment on the FCA’s thematic review of retirement income advice
Aegon’s Steven Cameron and Quilter’s Jon Greer comment on the FCA’s thematic review of retirement income advice. Steven Cameron, Pensions Director at…
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Why SEIS can prove a crucial tool during tax-year end season
SEIS can prove a crucial tool during this important tax-year end season – your clients can claim SEIS Income Tax relief at…
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Davos World Economic Forum: ESG and Disability Data White Paper launched by The Valuable 500
At the World Economic Forum taking place in Davos this week, the Valuable 500 launched a white paper entitled ‘ESG and disability…
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Latest report from Government Actuary adds to likelihood of changes to state pension – Aegon
A report from the Government Actuary relating to National Insurance contributions and the benefits these are used for has highlighted that recent…
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Greenwashing consultation welcome but advisers still clamouring for more – Tenet comments
As the deadline approaches for the regulator’s greenwashing consultation (25 January 2023), Joanne Rigby, Technical Director at Tenet, comments on what this…
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2023 will be a year of compelling opportunities in high yield
High yield bonds are currently offering an attractive entry point and will present further compelling opportunities over the course of 2023, according…
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85% of advisers are worried about rising operational costs says adrbn
Advisers are forecasting rising operational costs over the next six months alongside falling revenues, according to new research from abrdn. Nearly nine…
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