education
Income
Nick Elphick asks whether the general public understands what the recent Budget changes mean for them and whether we need a different approach to financial education.
19 August 2014
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Tax Planning
Jeremy Passmore illustrates the benefits of a trust where ownership for tax lies with the beneficiary
04 July 2014
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5 min read
Adviser tips
The MAS intends to deliver a series of targeted interventions and school-based programmes to young people. Here Rod McKee, vice principal, Institute of Financial Services (IFS) School of Finance argues that this is simply not enough.
08 April 2013
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Income
Wealth at Work is working with SAGA to provide a retirement income service to members.
25 March 2013
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Your profession
A draft National Curriculum for England which includes plans for compulsory financial education at secondary school has been hailed as "a victory" by industry campaigners.
07 February 2013
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Technology
The Money Advice Service (MAS) says there is tangible evidence to show it is benefitting independent financial advisers.
07 February 2012
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Your profession
The Chartered Insurance Institute (CII) has called on financial planners to volunteer in schools, as part of a campaign to encourage financial education.
31 January 2012
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RDR
The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).
23 January 2012
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Investment
Education can provide "armour" against financial mismanagement and misleading advertising, MPs said yesterday.
16 December 2011
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