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News

Novia founder co-lauches new firm focussed on low-value clients

Your profession

Novia founder co-lauches new firm focussed on low-value clients

Hundreds and Thousands looks to answer a key Consumer Duty question

clock 28 March 2023 • 1 min read
M&G Wealth adds CGT planning software to its platform

Tax Planning

M&G Wealth adds CGT planning software to its platform

Advisers can conduct complex calculations for clients

clock 28 March 2023 • 1 min read
Communication 'disconnect' remains ahead of Consumer Duty

Consumer Duty

Communication 'disconnect' remains ahead of Consumer Duty

Many clients read no financial services communications at all

clock 27 March 2023 • 2 min read
Firms warned over diversity vagueness amid FCA clamp down

Your profession

Firms warned over diversity vagueness amid FCA clamp down

Deadline for first reporting on progress is next month

clock 27 March 2023 • 3 min read
Five planning firms gain corporate Chartered status from the CII

Your profession

Five planning firms gain corporate Chartered status from the CII

The newly minted corporate Chartered firms are spread across the UK

clock 27 March 2023 • 1 min read
Ark scheme members face 'punitive' charges as tax tribunal appeal fails

Pensions

Ark scheme members face 'punitive' charges as tax tribunal appeal fails

The decision could impact both the members and the schemes

clock 27 March 2023 • 7 min read
Editor's View: You just can't put a price on good admin and tech

Adviser tips

Editor's View: You just can't put a price on good admin and tech

The editor's Friday Night Takeaway from 24 March

clock 24 March 2023 • 1 min read
Sustainable Investment Festival 2023: Speaker line-up revealed!

Investment

Sustainable Investment Festival 2023: Speaker line-up revealed!

Specialist PA event to help advisers with sustainable investing

clock 24 March 2023 • 1 min read
Over 400 characteristics identified as leading to customer vulnerability

Consumer Duty

Over 400 characteristics identified as leading to customer vulnerability

‘Unrealistic for advisers to remember all the information required’

clock 24 March 2023 • 2 min read
Government publishes Spring Finance Bill for pensions tax changes

Pensions

Government publishes Spring Finance Bill for pensions tax changes

Bill legislates for the pensions tax changes announced last week

clock 24 March 2023 • 1 min read
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