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PFS recommends every working adult gets IFA
The Personal Finance Society (PFS) is recommending that every working adult should be offered a voucher for a…
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Alas poor Will, we didn’t know him well
William Shakespeare is still a bit of an enigma for most people, but that might be about…
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Defined benefits pension transfers – compliance no-no or acceptable advice? Compliance consultant Tony Catt considers the issues.
Transferring out of defined benefits pension schemes –from compliance no-no to acceptable advice in one leap. Compliance consultant…
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Europe – can the centre hold? Mike Wilson takes a detailed look at the issues that lie ahead.
The EU has more to worry about than just Donald Trump, says Michael Wilson, Editor-in-Chief at IFA Magazine.…
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Success through acquisition – a case study approach with Newell Palmer
Mergers & acquisitions are certainly a key talking point amongst financial planners right now. To reflect this, we’ve…
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A Different Road to Monte Carlo? Michael Wilson asks what is the “safe” rate for pension income withdrawal?
Cast aside your preconceptions, says Michael Wilson, Editor-in-Chief at IFA Magazine. Times are changing. First, the good news.…
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Adviser Spotlight – Sandy Robertson of Acumen Financial Planning
In this popular monthly feature, IFA Magazine talks to leading advisers about what’s working well in their financial…
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A tangled Webb. When it comes to changes in the state pension age, Richard Harvey wonders who did what and when?
We all remember the school swot – you know, the goody-two-shoes who never broke the rules, always took…
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Brian Tora; is this the end of the bond bull market?
With inflation picking up, Brian Tora looks behind the scenes at what this might mean for fixed interest…
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Better Business – Brett Davidson asks what can you still learn?
Staying within your comfort zone is all well and good but it is one of the enemies of…
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