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Who’s in and who’s out: The high profile election losses

Shadow Chancellor Ed Balls and pensions minister Steve Webb are the most high profile financial services scalps to be claimed after a shock election night. Balls, who previously held a majority of just 1,101 in the constituency of Morley & Outwood, lost out to Conservative Andrea Jenkins by 422 votes. Webb lost to Conservative candidate […]

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MAS adviser directory branded ‘not fit for purpose’

The Money Advice Service’s directory of at-retirement advisers has been branded “not fit for purpose” after it launched with a number of technical issues.  The directory is in beta mode and features 4,500 advisers from 1,200 firms. Those using the Government’s Pension Wise guidance service will be pointed to the directory if they wish to […]

Jane Cuthbertson

Ten tips for being a successful networker

Networking is a crucial part of developing referrals and opening new doors. Indeed, many advisers we work with are building profitable businesses almost solely on referrals. Building a referral network is a great way to find new clients and prospects. However, contrary to popular belief, networking is not about trying to sell your services to […]

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Labour election win could block cash for annuity plan

Pensioners who want to swap their annuities for cash or drawdown under the Coalition’s plan could find a Labour government blocking their plans, Money Marketing understands. Chancellor George Osborne launched a consultation on creating a secondary annuity market as part of his March Budget, and claimed the reform would allow around five million people to […]

Martin Cholwill

Difficult backdrop, but market to grind higher

Senior Fund Manager, Martin Cholwill reflects on current conditions within the macro environment. He expects continued uncertainty in the UK economy and on the political horizon could provide a difficult backdrop, but remains positive that the stock market will grind higher. Read the article here Past performance is not a guide to future performance. The […]

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