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Opinion

Why documentation is king in the world of SSAS

Pensions

Why documentation is king in the world of SSAS

'SSAS documentation - it isn't just best practice or a fiduciary requirement'

clock 04 July 2025 • 4 min read
Tech helping IFAs rise to capacity crunch challenge

Technology

Tech helping IFAs rise to capacity crunch challenge

Industry is growing, thriving and embracing change

clock 03 July 2025 • 4 min read
Efficient doesn't mean fair: AI, advice, and the price & value test

Technology

Efficient doesn't mean fair: AI, advice, and the price & value test

'Under Consumer Duty, fair is the standard'

clock 03 July 2025 • 6 min read
What role can advisers play in closing the gender pension gap?

Pensions

What role can advisers play in closing the gender pension gap?

Advisers are uniquely placed to influence the gender pension gap

clock 02 July 2025 • 7 min read
Chris Justham: Why MPS are the flat whites of the investment world

DFM & Model Portfolios

Chris Justham: Why MPS are the flat whites of the investment world

Coffee and MPS, easily

clock 02 July 2025 • 3 min read
Winds of change: Private markets access for retail investors

Investment

Winds of change: Private markets access for retail investors

Investing in LTAFs, accessibility aside, needs careful consideration

clock 02 July 2025 • 5 min read
How to gift money while we wait for clarity on pensions and IHT

Tax planning

How to gift money while we wait for clarity on pensions and IHT

'One thing advisers can do is remind customers the benefits of gifting'

clock 02 July 2025 • 3 min read
Regulatory necessity: Why data is no longer a 'nice to have'

Regulation

Regulatory necessity: Why data is no longer a 'nice to have'

Client-led, data-driven

clock 01 July 2025 • 5 min read
Rethinking global exposure in an overweight US market

US

Rethinking global exposure in an overweight US market

The shape-shifting US economy may yet revive but it is not the sole source of opportunity

clock 01 July 2025 • 5 min read
Holly Mackay on targeted support: Do you want fries with that?

Regulation

Holly Mackay on targeted support: Do you want fries with that?

'This does not compete with financial advice. It's an early stepping stone on the advice journey'

clock 30 June 2025 • 4 min read
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