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Attivo to require all advisers and paraplanners to take level 6 qualification

Chartered firm Attivo will require all of its advisers and paraplanners to be qualified to level 6 by the end of 2016. The financial planning and investment management group is launching a training academy and will require all client-facing staff to do at least 70 hours of continuing professional development each year. Attivo currently has […]

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Paul Lewis: How do you solve a problem like Maria?

She is Maria Sinclair, just 65 and she is happy. Pension freedom has begun. She has a pension pot, which she began some 25 years ago, and she believes it is worth quite a lot. In work, Maria never earned more than £18,000 a year. Her state pension amounts to £118.64 a week. She has […]

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Stephen Womack: There is not always a right answer

I recently read a fascinating book a client recommended to me. Called Do No Harm, it is written by leading brain surgeon Henry Marsh. The book is both a memoir of his medical life and an exploration of what it is like to have to make daily decisions on who to treat and who is […]

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Axa platform to pay exit fees for transferring customers

Customers transferring to Axa Self Investor will be able to claim up £750 per person to pay any exit fees levied by ceding providers. The offer is open to new and existing investors who submit a transfer request between 1 May 2015 and 31 July 2015. However, claims must be made within 30 days of […]

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