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The Money Marketing Awards 2016

Welcome to our winners special for the Money Marketing Awards 2016. The advice firms recognised here have demonstrated their client focus, their ability to communicate the complexities of financial planning, and ultimately the value of advice. The shortlisted advisers have been subject to an intense and robust judging process, so thank you to all of […]

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FCA rules out product levy in FSCS funding review

A product-based levy has been ruled out as a potential funding model for the Financial Services Compensation Scheme, Money Marketing understands. The FCA held its first roundtable meeting about the FSCS funding model last week after the Financial Advice Market Review kickstarted a review into the scheme. The review is expected to consider the fairness […]

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Pound rallies as Remain gains momentum

Sterling rose 1.6 per cent to $1.46 against the US dollar in one of its biggest rallies in a decade. The surge follows a series of polls over the weekend that show a swing back towards the UK voting to remain in the EU at this Thursday’s referendum. According to the FT poll of polls, […]

Managing customers in drawdown

By Lorna Blyth, Investment Marketing Manager Delivering a decent drawdown review process takes time and resources. This article looks at how you can manage drawdown clients in a more cost-effective way. Most advisers are seeing an increase in drawdown clients following pension freedoms. Often these are clients with lower fund sizes, which means advisers are […]

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