FCA reveals 320k pensions saw withdrawals of 8% plus last year
Total value of regular pension withdrawals through the year was £11bn
Industry
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IHT receipts jump by £100m to £3.8bn as political posturing ramps up
CGT receipts see small rise on last year
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Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report
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Triple Point: One family, different conversations
Triple Point’s Rosalind Hudson looks at how advisers can tailor communications across generations to improve trust and retention
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Head to head: Is it time to look beyond momentum investing?
Sarasin’s Tom Kynge believes the pendulum may be swinging back towards growth, while Schroders’ Liam Nunn makes the case for value
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MPS regulation whitepaper being launched by outsourcing firm
MPS facing higher scrutiny from regulator
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Two FCA papers, one direction of travel: The hidden link between Mills Review and CP26/10
The documents may seem unrelated, but together they suggest AI could simplify compliance, argues Jack Allington of Marloo
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HMRC reveals 6.9 million people have never checked state pension
45-54 year-olds are the least likely age group to have checked
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Portfolio Thinking launches adviser research platform
Portfolio Thinking Edge uses AI and fund research to improve client outcomes
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