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We shouldn’t still be debating rights and wrongs of commission

So here we are – over two years into the RDR and yet still debating the rights and wrongs of commission, and whether it has a place in the new world of pension freedoms. It is bizarre that we find ourselves in this position. The driving force of the RDR was getting rid of bias, […]

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Mark Barnett: The hunt is on for resilient companies

With political uncertainty high on the agenda, my focus is to find companies that can be resilient across many different macro-economic outcomes. Resilient in as much as whilst the shares may fall out of favour with the stockmarket for a period, the company itself has the management team and business model in place to enable […]

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Lisa Winnard: Spring-clean your recruitment process

Spring-cleaning may not necessarily be the first job on the to-do list in the new financial year. However, this tradition of “shaking the house” has also been likened to getting one’s affairs in order. As we continue to see a strong demand for financial advisers and a deficit of candidates in the marketplace, a good […]

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Openwork launches chartered status study programme

Openwork is launching a study programme for advisers looking to attain chartered status. The Route to Chartered Status programme is open to principals, advisers and paraplanners. It will initially deliver face-to-face support at Openwork’s headquarters in Swindon, and subject to demand will offer face-to-face courses at a number of additional locations. Each advanced study module […]

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Time is ticking – making the most of IHT exemptions

As tax year end is almost upon us, have your clients made the most of their inheritance tax (IHT) exemptions? Did you know your clients can give as many individuals as they please £250 each. As long as the gift doesn’t exceed this amount (even by a £1) it doesn’t count in their inheritance tax […]

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