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News

Ex-SJP CEO Andrew Croft misses out on annual bonus

Your profession

Ex-SJP CEO Andrew Croft misses out on annual bonus

The wealth manager's annual report reveals

clock 08 April 2024 • 1 min read
Advisers shift away from recommending bonds for clients

Your profession

Advisers shift away from recommending bonds for clients

Just over one third of advisers would recommend onshore bonds

clock 08 April 2024 • 1 min read
St James's Place to offer adviser virtual reality training through CII

Your profession

St James's Place to offer adviser virtual reality training through CII

SJP now piloting two VR empathy and vulnerability face-to-face sessions

clock 08 April 2024 • 2 min read
Prudential tops as preferred onshore bond provider by advisers

Bonds

Prudential tops as preferred onshore bond provider by advisers

Quilter edges ahead of Canada Life into second place, Defaqto finds

clock 08 April 2024 • 2 min read
Editor's View: A very happy new (financial!) year to you

Adviser tips

Editor's View: A very happy new (financial!) year to you

The editor's Friday Night Takeaway from 5 April

clock 05 April 2024 • 1 min read
Joint administrators begin transfer process for Hartley SIPP clients

Pensions

Joint administrators begin transfer process for Hartley SIPP clients

Comes after the SIPP operator was declared in default by FSCS

clock 05 April 2024 • 1 min read
HMRC warns about taking benefits until it fixes LTA abolition rules

Tax planning

HMRC warns about taking benefits until it fixes LTA abolition rules

Request came just two days before the LTA abolishment date

clock 05 April 2024 • 1 min read
AJ Bell cuts platform fees in bid to enhance competitiveness

Platforms

AJ Bell cuts platform fees in bid to enhance competitiveness

Includes changes to the platform's annual custody charges

clock 05 April 2024 • 2 min read
PA Working Lunches: Live in Chester, Cambridgeshire, Bristol

Your profession

PA Working Lunches: Live in Chester, Cambridgeshire, Bristol

A look ahead at the upcoming live regional lunch CPD events

clock 05 April 2024 • 1 min read
Small advice firms urged to build a 'technology network'

Technology

Small advice firms urged to build a 'technology network'

‘IFAs should build a technology network within their professional one’

clock 04 April 2024 • 2 min read
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