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Business and Development
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Should the UK government scrap Lifetime ISAs?
By Mike Penny, Wealth Consultant at Simplify Consulting In the 2024 Budget, among the big-ticket news, was the decision by Rachel Reeves…
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Embracing the technology opportunity
By Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) The advice industry has changed significantly in recent years. The mission remains the same…
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Advise Wise extends one-click instruction feature to Forever Legal’s later life services
Advise Wise, leading sourcing platform for later life advisers, is thrilled to announce the extension of its innovative one-click instruction feature to…
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Standard Life completes £1.5bn Plan buy-in with the Compass Group Pension Plan
Standard Life, part of Phoenix Group, has successfully concluded a £1.5bn Bulk Purchase Annuity (“BPA”) transaction with the Compass Group Pension Plan…
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Safeguarding the MPS-DFM-platform ecosystem | Insight from Novia’s Linda Johnstone
The MPS-DFM-platform ecosystem faces growing strain as inefficiencies mount and expansion continues. In her latest blog for IFA Magazine, Novia’s Linda Johnstone…
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Positivity on personal finances ‘jumps’ from same time last year
Aegon’s latest Financial Priorities research findings reveal that three-fifths of people in the UK are positive about their finances for 2025, which…
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Adviser insight: Truly Independent’s Katie Brinsden tells us why uncertainty demands realistic expectation management for clients in 2025
It’s a New Year but many of the challenges facing advisers aren’t exactly new. And that includes managing client expectations in today’s…
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Value of advice on the rise post-Consumer Duty
More than four in five (82%) people who have a financial adviser believe it represents ‘value for money’ – an increase of…
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Foster Denovo rings in 2025 by acquiring Verum Wealth to expand in Scotland
Foster Denovo starts the new year as it ended 2024, with another acquisition. The addition of Verum Wealth marks the firm’s seventh…
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New call tracking service to help financial services businesses drive growth and unlock ROI
Moneypenny has launched a new call-tracking service to help financial services businesses identify which marketing campaigns, ads, web pages, and specific keywords drive phone…
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Just Group partners with beyond encryption to support clients with secure communication
Just Group, the FTSE 250 leading provider of retirement income products and services, has partnered with secure digital communication provider, Beyond Encryption,…
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Hoxton Wealth strengthens UK team with addition of experienced financial planner
International financial advisory firm Hoxton Wealth has announced that Jordan Maxwell has joined the firm as a financial planner in its UK team. Jordan…
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Rockstone Compliance teams up with Acre
Rockstone Compliance, which supports brokers with a hands-on approach to regulation, is teaming up with Acre, the innovative intermediary platform, to help give…
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Aegon reacts to latest Government review of social care funding
Steven Cameron, Pensions Director at Aegon comments: “We welcome the Labour Government launching this latest review into social care and how to…
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New year, new finances: four personal finance resolutions for 2025 from AJ Bell
The new year has arrived, and it’s a good time to look at some financial resolutions to get on top of your…
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Advisers brace for impact of greater market volatility in 2025
Advisers are expecting greater market volatility in 2025, which could diminish many clients’ appetite to invest, according to a new poll of financial…
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Embracing ‘calling in healthy’: the rising trend set to revolutionise annual leave in 2025
Given our busy work/life schedules, we’re all too familiar with ‘calling in sick’. But the team at Instant Offices have noted a…
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The Cumberland expands commercial operations into three new sectors
The Cumberland Building Society has today announced that it has expanded its Commercial offering to cater to a range of new sectors as…
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Technology and regulation will transform the landscape in 2025, says Dynamic Planner CEO Ben Goss
Dynamic Planner’s CEO Ben Goss believes that change is on the cards in 2025 for a financial planning industry that’s embracing the…
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Why we’re never more than two steps away from financial vulnerability
Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis, explains how, not only are we all susceptible to financial vulnerability,…