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Your profession

Aegon on its 'seamless' Nationwide planning team integration

Companies

Aegon on its 'seamless' Nationwide planning team integration

‘The same advice relationships but with the Aegon banner’

clock 15 February 2024 • 3 min read
FCA quizzes 20 advice firms on Consumer Duty compliance

Your profession

FCA quizzes 20 advice firms on Consumer Duty compliance

FCA asks firms about ongoing services in response to Consumer Duty

clock 15 February 2024 • 1 min read
Behavioural investing: Helping clients manage biases

Your profession

Behavioural investing: Helping clients manage biases

Automation will play an increasing role in tackling cognitive biases

clock 15 February 2024 • 4 min read
Majority of advisers unsure on upcoming LTA changes

Your profession

Majority of advisers unsure on upcoming LTA changes

The abolition of the lifetime allowance will take effect on 6 April

clock 15 February 2024 • 1 min read
Advisers' satisfaction with providers on an overarching decline

Your profession

Advisers' satisfaction with providers on an overarching decline

‘Whatever the reason it is clear that advisers expect better’

clock 15 February 2024 • 1 min read
Advisers turn to AIM-listed firms for inheritance tax relief

Your profession

Advisers turn to AIM-listed firms for inheritance tax relief

Advisers plan to increase use of AIM-listed firms to ‘mitigate IHT burden’

clock 15 February 2024 • 1 min read
Adviser urges focus on psychology in client relationships

Your profession

Adviser urges focus on psychology in client relationships

Advisers called to observe their clients’ personalities in financial planning

clock 14 February 2024 • 1 min read
Royal London retains top pension provider position in adviser vote

Your profession

Royal London retains top pension provider position in adviser vote

Mutual comes in ahead of Aviva Life & Pensions, Prudential and AJ Bell

clock 14 February 2024 • 1 min read
Regulatory pressure sees advisers spread business more widely

Your profession

Regulatory pressure sees advisers spread business more widely

More providers are getting a bite of the apple amid push to justify value

clock 14 February 2024 • 1 min read
FCA: More than 10,000 'misleading' financial ads withdrawn in 2023

Your profession

FCA: More than 10,000 'misleading' financial ads withdrawn in 2023

The watchdog records 17% surge in interventions to protect consumers

clock 14 February 2024 • 1 min read
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