Long read
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Eco-investing – paving a green future for your business
Written by Sharon McDougall, Scottish Debt Help advisor at Scotland Debt Solutions, part of corporate recovery specialists Begbies Traynor The urgency for…
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Latest Square Mile fund ratings revealed – including new rating for T.Rowe Price Global Impact Credit fund
This morning, the Square Mile Academy of Funds have released their fund ratings round-up for February 2023. The details are shown below…
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Industry letter piles pressure on government over pension tax penalty for returning workers
Pressure is mounting on the Treasury to tackle a pension tax penalty which can slash the ‘annual allowance’ for workers who return…
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New IA data shows fund flows rebounding – with bond and North America funds leading the charge
UK investors put £1.4 billion into funds in January in a more positive start to 2023, following December’s outflow of £281 million,…
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Aviva keeps top spot in Defaqto Platform Service review -which also finds most advisers changing platforms ahead of Consumer Duty
Defaqto’s newly released annual Platform Service Review for 2023 has found that more than a quarter (28%) of advisers had changed one…
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ISA Recommendations: Financial advisers’ investment company picks for young, middle-aged and retired investors
As the end of the tax year approaches, savers have just a few weeks to make the most of their £20,000 annual…
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Funds and trusts that have made ISA millionaires – AJ Bell
Written by Laith Khalaf, head of investment analysis at AJ Bell. “There are basically three magic ingredients to becoming an ISA millionaire.…
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Bank of England January mortgage approvals – reaction from brokers and money coaches
Following the Bank of England Money & Credit report published this morning (for January), showing a further drop in mortgage approvals and a rise…
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BDO’s predictions for Spring Budget 2023
Ahead of the Spring Budget on 15 March, Jonathan Hickman, tax partner at accounting and business advisory firm BDO predicts what the…
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How retirement incomes can improve though disclosure of common conditions
Canada Life has looked at the improvement in annuity rates following disclosure of health and lifestyle conditions. By disclosing relatively common conditions,…
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