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opinion

The two clocks of Burnhamism: Markets on Monday, clients over a decade

Your profession

The two clocks of Burnhamism: Markets on Monday, clients over a decade

'Social care is the planning earthquake'

clock 21 July 2026 • 5 min read
 'The protection gap will not close itself, and now there are no excuses'

Protection

'The protection gap will not close itself, and now there are no excuses'

'Let’s work together'

clock 21 July 2026 • 3 min read
The pension IHT guidance gap and what advisers should do about it

Tax planning

The pension IHT guidance gap and what advisers should do about it

Full operational guidance won't arrive until spring 2027

clock 21 July 2026 • 3 min read
Why advisers must warn divorcing clients about AI-generated assumptions

Technology

Why advisers must warn divorcing clients about AI-generated assumptions

‘The risks can be particularly serious where significant wealth is involved’

clock 20 July 2026 • 3 min read
What might be in store for pensions under a Burnham premiership?

Pensions

What might be in store for pensions under a Burnham premiership?

'My first hope for pensions under Burnham is stability and medium-term planning'

clock 20 July 2026 • 4 min read
Enhanced annuities: Turning health realities into better retirement outcomes

Income

Enhanced annuities: Turning health realities into better retirement outcomes

'Retirement planning is not about choosing one solution over another but finding the right balance between them'

clock 20 July 2026 • 3 min read
Simpler advice rules should not mean simpler client understanding

Regulation

Simpler advice rules should not mean simpler client understanding

The direction of travel is clear

clock 17 July 2026 • 2 min read
Robust fact‑finding: Annuities are back but file quality must keep pace

Income

Robust fact‑finding: Annuities are back but file quality must keep pace

'Good quality annuity files tend to have one thing in common: robust fact‑finding'

clock 16 July 2026 • 4 min read
New regulations and challenges in the EU and UK: What are advisers' next moves?

Regulation

New regulations and challenges in the EU and UK: What are advisers' next moves?

Regulatory simplification vs expanding oversight

clock 16 July 2026 • 4 min read
Assessing client bank value in the sale process

Your Business

Assessing client bank value in the sale process

Not exactly straightforward

clock 16 July 2026 • 4 min read
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