Investors urged not to sit on covid ‘excess savings’
70% of people want to keep the extra cash they put aside in bank accounts
Author: PA Adviser
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How advice firms should deal with vulnerable clients
‘There is a need for extra care to ensure their unique circumstances are taken into account’
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Barrister owed no duty of care to film investors
After they were refused tax reliefs from HMRC
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How pension age rise will impact retirement plans
It ‘is not the end of the changes we will see’ in the sector
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Private capital to remain resilient in the recovery
With passive strategies commoditising the market, traditional asset managers are joining the party
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How self-invested personal pensions are taxed
‘System is potentially set up for the administrative convenience of HMRC rather than the benefit of taxpayers’
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Estate planning headache for Brits in EU
Some countries will have different IHT rates according to beneficiaries’ relationship with the deceased
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Women make up less than a fifth of FCA-approved individuals
President of the PFS discusses the main reasons the industry should tackle the issue
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How to make the finance industry more attractive to women
Group CEO of IPensions discusses five ways firms can create inclusive workspaces
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India to emerge as the fastest growing major economy
‘It will also be the market with the highest earnings growth between 2021-2023’
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How will the health and social levy impact UK advice clients?
There are some steps that advisers ‘may want to consider’
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Staff training in a work-from-home world
Meeting regulatory requirements has been challenging for many sectors – not least life insurance