Roger Kennedy
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Three new UK firms achieve exclusive CISI Accredited Financial Planning Firm™ status
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Four deadly investment scams draining British bank accounts right now
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Latest UK heatwave sees more employees back to the office as rising temperatures increasingly shape working and holiday patterns
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction with the ABB Plan, in…
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2 in 5 Brits have used AI for personal finance advice
2 in 5 Brits (40%) have used a generative AI tool such as ChatGPT or Gemini for personal finance advice, according to…
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Ascot Lloyd to acquire Aberdeen Financial Planning
Ascot Lloyd, one of the UK’s fastest-growing financial advice firms, is pleased to announce that it has entered into an agreement to…
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31% of brits expect a gift for their birthday, but is that too much to ask in 2025?
On average, there are over 187,000 birthdays every single day in the UK, but how are birthday celebrations changing and what do…
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Leading exams expert: 10 things every parent or guardian needs to know ahead of GCSE results day
With GCSE results out this Thursday, an education expert has told parents to “keep their own emotions in check” and focus on…
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Pensions industry offers wide range of apprenticeships according to SPP research
The Society of Pension Professionals (SPP) has revealed that most organisations in the pensions industry are now offering apprenticeship programmes. The results…
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5% of UK new business plans are failing in the UK – where are they going wrong?
With nearly half of UK adults (47%) considering starting a business or side hustle this year, up 12% from the year previous,…
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Men are on average £60k better off than women until they hit 70, new Unbiased data reveals
New research from Unbiased, the UK’s leading financial advice platform, found that the asset gap between women and men is widest before retirement…
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The secret to better engagement at work? A work friend
With workplace loneliness on the rise, HR experts are urging companies to prioritise connection, as well as providing tips on how to…
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Let’s talk not just about numbers, but about how money makes us feel
Following National Financial Awareness day on August 14th, Consumer Finance Specialist Sarah Pennells, at Royal London comments. Sarah Pennells, Consumer Finance Specialist,…

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Rest, but at what cost? Many fear judgment for mental health leave – Bupa research
Two-thirds (67%) of people who’ve experienced depression have taken time off work, according to new research from Bupa. But while stepping back…
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40% of employers admit that employee benefit take-up is left for employees to initiate themselves
Two in five employers admit that the take-up of employee benefits is left for employees to initiate themselves, according to new research…
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Trump’s presidency sparks drop in UK–U.S. moves
2025 has seen a sharp decline in the number of Brits moving to the United States of America, correlating with the U.S. Presidential…
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Two-thirds of people unaware of how bonds can help with inheritance and tax planning
Insights from investment, protection and retirement specialist LV=, reveal a significant number of people (47%) plan to pass down their wealth to…
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Job hopping only earns you £75 more than staying put – is it worth it?
Switching jobs has been seen as the fastest way to boost your salary, but new research suggests the financial advantage is now…
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Mike Birch appointed to Scottish Widows Master Trust
Scottish Widows has announced that Mike Birch has joined its Master Trust as a trustee. Mike is a client director with professional…
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As identity fraud cases ramp up, SmartSearch warns ‘basic checks are failing’
New data from fraud prevention service Cifas has highlighted a “worrying trend” of people selling their own identities; more than 118,000 cases…
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51% of Brits are saving money by using AI
As AI tools become more accessible and integrated into everyday life, Adobe Express set out to better understand how people across the UK are…
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Octopus Money acquires Virgin Money’s investment business
Octopus Money has announced that it has agreed to purchase Virgin Money’s investment business, subject to FCA approval – a move that,…
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Rate cuts put the spotlight on cash alternatives: how savers can protect their returns
Evelyn Partners’ Chief Financial Planning Officer Emma Sterland looks at the near-cash or cash-equivalent options for individuals and families looking for cash…