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Phil Wickenden

Phil Wickenden: Avoid protection procrastination

The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]

Pension scammers continue to target over-50s with free advice offer

One in seven non-retired people aged over 50 were targeted by scammers in the past three months, according to Retirement Advantage. Retirement Advantage commissioned Censuswide to conduct 1,003 online interviews from 6 to 9 March with non-retired people aged 50 or over who have defined contribution or individual pensions. The survey found 14 per cent […]

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How should advice firms pay their staff?

Advice firms are continuing to review how they reward top IFAs after incentive schemes at large firms have come under question. Adviser remuneration has long been a contentious issue. Should staff be paid a flat salary, should it be linked to income generated or time spent with the firm, or should it be tied to metrics […]

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