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Helping Hand – Jenny’s Story

Jenny’s Story offers a look at how Royal London’s personal support service Helping Hand can provide a dedicated nurse during and after treatment.

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Robo-adviser claims full retirement advice delivered in under two hours

Robo-adviser will produce an automated advice report in under a minute Robo-adviser Wealth Wizards has launched a tool that it claims will give full retirement advice in under two hours. The white-labelled robo-paraplanner tool, which has been piloted by LV=, will provide an automated advice report in under a minute. The fact-find is undertaken either […]

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SJP client wins redress over ongoing advice charges

SJP ups compensation for client after she struggles to get hold of adviser despite paying ongoing fees A client of St James’s Place has won redress after complaining she was charged for ongoing advice but had only met her adviser twice in five years. Sue Preece-Murray told The Sunday Times that ongoing advice charges from […]

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Prudential defeats complaint it transferred wrong funds out of pension

Client claimed Prudential transferred money out of the wrong funds in his pension Prudential has won a case at The Pensions Ombudsman after a client claimed that the provider transferred assets out of the wrong funds in his pension. The client, referred to as Mr L, said he had intended for Prudential to transfer £15,168 from […]

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