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Numbers of Isa savers at 20-year low

The number of people saving into an Isa fell to its lowest level in nearly 20 years, according to annual HM Revenue & Customs figures published today. This comes after a similar drop the previous year, with an almost 13 per cent fall in the number of Isas opened. However the update also shows the […]

Death benefits: our top 5 frequently asked questions

By Fiona Hanrahan – Senior Product Insight and Technical Support Analyst, Royal London We’re often asked about death benefits and thought we’d share our top five most frequently asked questions. 1. Who pays the lifetime allowance charge when an individual dies? If the individual dies with uncrystallised benefits, these are tested against their remaining lifetime allowance. […]

SimplyBiz offers referral service for unprofitable clients

Support service provider SimplyBiz is offering advisers the chance to pass on clients that are no longer viable to service through a new referral deal. Working with financial planning firm Onvestor, SimplyBiz says clients will continue to have an advised service when members choose to refer to them. The service adds to SimplyBiz’s SimplyRefer offering, […]

Five minutes with…Darren Cooke

Ahead of speaking at Money Marketing Interactive Harrogate on September 13, Red Circle Financial Planning director and cold-calling warrior Darren Cooke says it is urgent the industry trains young people to become advisers. On a scale of 1 to 10, how optimistic are you about the advice market for 2018? I’d say 8, activity for advice firms […]

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