Short read
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Finli completes second acquisition in as many months
The Finli Group, the national adviser with over £5bn in assets under advice, has completed its second acquisition in two months. In…
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Industry reaction to the FCA launching pure protection market study
With the recent news that the FCA has published the launch of its market study into pure protection in the hope that…
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Acre upgrades Nationwide integration to cover nearly all case types
Acre, the innovative intermediary platform, has today announced an upgrade to the platform integrated with Nationwide for Intermediaries that will enable more…
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Why business owners should pay close attention to their pensions before tax year end
Emma Rivers, Chartered Financial Planner at Evelyn Partners, the wealth manager, outlines why topping up a pension can be even more tax…
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Ten years of pension freedoms: Lamborghini or safety net – what choices have savers made?
· 1 in 12 (8%) over-55s cashed in one or more of their pensions · Only 4 in 10 looked at the…
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Industry reaction to this morning’s IHT receipt data
Following this morning’s news that inheritance tax receipts are up 11.8% in the last year reaching a record breaking high with a…
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Elston launches direct gilts research service and MPS for financial advisers
Elston Consulting today announces the launch of its Direct Gilts research service for Financial Advisers looking to make individual gilts recommendations, alongside…
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FCA urged to stick with principles-based regulation on investment disclosure
Rachel Vahey, head of public policy at AJ Bell comments: “We welcome and support the FCA’s efforts to make sure customers have…
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Royal London and Turn2us extend partnership to break down barriers to financial insecurity with £2 million donation
Royal London, the UK’s largest life, pensions and investment mutual, today announces a £2 million boost to its partnership with Turn2us, a…
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69% of financial advice seekers expect Labour government policies to ‘materially affect’ their finances
69% of people who sought professional financial advice via Unbiased in the last year say they expect Labour’s recent economic policies to…
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