annual report
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Income Protection Action Week: highlighting the value of holistic support
As the fourth day of Income Protection Action Week comes to a close, attention now turns to the final day tomorrow, a chance to…
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Income Protection Action Week: shining a light on a lifeline too often overlooked
While insurance products like life cover and critical illness often take centre stage, income protection remains less widely understood, despite the profound…
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Why the protection gap isn’t closing – Legal & General
Written by Vanessa Sallows, Claims & Governance Director, Group Protection, L&G The majority of the UK’s working population faces a protection gap,…
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Income Protection Action Week: protection claims – are we telling the whole story? The Exeter
Written by Jack Southcott, Head of Protection Proposition at The Exeter In the world of protection insurance, trust is everything. It’s the foundation…
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Income Protection Action Week: a vital opportunity to support clients’ financial security – The Exeter
Income Protection Action Week (IPAW) shines a spotlight on the role advisers play in raising awareness, driving conversations, and helping clients understand…
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Income Protection Action Week: what are industry professionals really seeing, and saying?
As Income Protection Action Week continues, the conversation around financial resilience is more relevant than ever. Amid rising costs, economic uncertainty, and increased awareness…
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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 until 26 November, the…
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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, rising pensions costs, and…
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How the failure to prevent fraud offence brings fresh compliance risk to the UK’s financial advice | Ted Datta, Moody’s
In this piece from Moody’s, Ted explains how the UK’s new Failure to Prevent Fraud (FTPF) law extends liability to advisers, planners,…
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Income Protection Action Week: why affordable income protection is vital amid rising accident-related disabilities
As Income Protection Action Week reaches its second day, National Friendly highlights the growing concerns among clients about the financial fallout from…
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Inheritance Tax and Pensions: a gear change for financial planning?
From April 2027, pensions will fall into the IHT regime in one of the biggest estate planning shifts in years. Harriet Betteridge,…
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Advising UHNW clients on life insurance & estate liquidity
Written by Jacob Fay, Associate at John Lamb Hill Oldridge Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating…
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Income Protection Action Week: making protection a priority, not an afterthought
As we observe Income Protection Action Week, held by the Income Protection Task Force it’s a timely reminder of a crucial yet…
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Five tips for property investors juggling multiple incomes, by a tax expert
Many property investors and landlords are balancing invoices and incomes from multiple sources. While this can mean greater financial security and freedom,…
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Weight-loss drugs: a breakthrough the protection industry can’t ignore
With 1.5m Britons now using injections to lose weight and a further NHS rollout on the cards, we must consider their potential…
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Why every client needs a will – and how advisers can guide the conversation | Jonathan Foster, Wilsons Solicitors
The reality is that wills are not just for the wealthy. There are many reasons why clients of all ages and life…
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Advisers’ role in fraud prevention by guiding clients through the threat of cloning scams | Damian Davies, The Timebank
Cloning scams are now the biggest fraud threat to investors, with £2.7m lost in late 2024. The IA is urging vigilance, while…
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Across thin ice: What Sir Ranulph Fiennes can teach investors about risk and decision-making | Fund manager insight from Marlborough’s Edward Kennedy
What can investors learn from the world’s greatest living explorer? In this guest blog for IFA Magazine, Edward Kennedy, Head of Marlborough’s…
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Listed infrastructure: You shall go to the ball! Marlborough’s Tim Humphreys makes the case for listed v unlisted securities
Listed infrastructure has long been cast as the overlooked sibling in the infrastructure debate, overshadowed by the glamour of private markets. But…
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Estate planning should be a family-wide conversation: are unused pensions the catalyst many needed to start the process?
Written by Caroline Foulger, Partner at Hunters Law LLP Inheritance Tax has never been straightforward, yet many refer to it as a…
