Short read
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ValidPath announces the appointment of Tim Clark as Succession Director
ValidPath has announced the appointment of Tim Clark as Succession Director to support its Succession Solution for independent financial advisers (IFAs), the…
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Phoebus to service Aviva’s £13bn+ equity release portfolio of 300k accounts
The new long-term contract was signed following a full formal selection process, with Aviva choosing Phoebus for its servicing experience and capability…
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Royal London announces major new charity partnership with Cancer Research UK aimed at tackling cancer inequalities
Royal London, the UK’s largest life, pensions and investment mutual, has announced a new £1.2 million charity partnership with Cancer Research UK…
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Investors, businesses and government policy makers unite to democratise sustainability action at ‘Reset Connect’
On the 27th and 28th of June, businesses including Google, eBay, Nestle, and Microsoft, other FTSE100 companies and the investment community will…
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Homeowners could be better off switching mortgages
Research from Dashly, the mortgage data experts, shows that the monthly payments on fixed rate mortgages taken out just six months ago can…
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Steepest fall in headline inflation since start of cost-of-living crisis undermined by sticky food prices – AJ Bell
Danni Hewson, head of financial analysis at AJ Bell, comments on the latest UK inflation figures. She said: “I don’t think many people will…
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FCA finds young investors are more likely to have long-term goals in mind when dating than when investing
New research from the FCA has found that young investors think longer-term and are less influenced by social media when dating compared…
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The worst ISA season in 14 years: Fundscape’s platform review in focus
It was a difficult first quarter for platforms with the expectation of a recession and the cost-of-living crisis dragging on sentiment and…
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Green Shoots For Equity Release After Mini-budget
Green shoots are returning to the equity release market after the shock waves from the Government’s mini-Budget and turmoil in the mortgage…
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Wealth Manager JM Finn reports profits boost for 2022
Investment and wealth management firm JM Finn has posted improved profits for 2022, thanks in part to cost controls and strong inflows,…
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