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Ian McKenna: How small advice firms lead the way on technology

The FCA’s recent adviser firms survey provides valuable insight into how market practice is evolving and the challenges faced. Here are a few key points from a technology perspective and my analysis of lessons that can be learned. Research and analysis The gulf in technology use between large and medium firms and their smaller peers […]

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Mortgage prisoners turning to equity release

Mortgage prisoners with interest-only loans are increasingly turning to equity release, according to Key Retirement. The firm’s latest Market Monitor says that 40 per cent of equity release customers took out a lump sum in the first quarter of 2016, compared to 30 per cent in the same period last year. Equity release customers released […]

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Short circuit: Will advisers pay the cost of robo-advice failure?

Fears are mounting that the rapid rise of robo-advice has outpaced the regulator, risking unsuitable investment recommendations that advisers will ultimately have to pay for. The FCA has committed to launching a new robo-advice unit as part of the Financial Advice Market Review. The unit will be an extension of its ongoing Project Innovate to […]

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Employer iPMI responsibilities could continue to escalate, says Jelf

New laws in Dubai will put the burden of providing international private medical insurance (iPMI) firmly on the shoulders of the employer in order to maintain the country’s leading healthcare facilities. With 10,000 UK nationals having moved to the country since 2007 and only 16.5 per cent of the total 8.2 million people living there being Emiratis, Jelf Employee Benefits believes this move was inevitable and employer responsibilities could continue to escalate in future.

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