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Mega Merger: What does the £5.6bn Aviva/Friends Life deal mean for advisers?

The proposed £5.6bn mega-merger of Aviva and Friends Life will result in thousands of job losses and rock the foundations of the UK pensions, protection and investment industries, experts are predicting. Last week, the Aviva and Friends Life boards revealed detailed discussions on the biggest pension deal in years. The Friends Life board has indicated […]

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Locking horns: Garry Heath clashes with Apfa over adviser trade body plans

The launch of a new trade organisation representing advisers has reignited the debate around the industry’s ability to lobby at the highest level. This week Money Marketing revealed how former IFA Association director general Garry Heath is launching a new trade body in May for wealth managers and independent and restricted advisers. Heath says Apfa […]

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FOS upholds four Harlequin complaints against advice firms

The Financial Ombudsman Service has upheld four complaints regarding Harlequin investments against advice firms since the beginning of the year. The Harlequin group of companies marketed and built overseas luxury property developments, and is under investigation by the Serious Fraud Office. In a decision against West Sussed-based IFA Regency Financial Resources, the FOS ruled the […]

Catriona McInally, Prudential

Sustainable income doesn’t need to be a sweat

Only a few months into 2018 and we‘re already fast approaching the end of another year….the tax year.  Whether it’s making full use of any unused ISA allowance or making those last minute pension contributions, thoughts may turn to reflection or review. A review of other finances is also common at this time, including a […]

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