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This video series sees International Adviser chat with both long-standing figures and newcomers to find out what motivated them to join financial services and, importantly, why they have chosen to make a career out of it.
In the video above, Sandra Robertson talks about joining Momentum during lockdown and how manually working out retirement options for pensions and preparing cheques for death benefits showed her the peace of mind the industry can give to clients.
Xavier Meyer comes in
Group will launch £4.5m in cost-saving measures over the coming months
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
Record annual IHT take last tax year of £7.5bn likely to be beaten
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
Fund has split its fixed income exposure into four, rather than using a single broad index
