Recommended

Jane Cuthbertson

Ten tips for being a successful networker

Networking is a crucial part of developing referrals and opening new doors. Indeed, many advisers we work with are building profitable businesses almost solely on referrals. Building a referral network is a great way to find new clients and prospects. However, contrary to popular belief, networking is not about trying to sell your services to […]

HMRC amends pension reclaim form

HMRC is to change the wording of one of its new tax forms for people reclaiming overpaid tax on pension withdrawals, after confusion over who could use it. Form 55 is to be updated because it currently implies it should only be used if “you’ve only taken one payment and do not intend to take […]

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MGM Advantage to rebrand under new name

Retirement income firm MGM Advantage is to undergo a rebrand including a name change as the company attempts to break from its reputation as an annuity provider, Money Marketing can reveal. In January last year MGM bought equity release provider Stonehaven. It is expected MGM and Stonehaven will merge under a single new brand in […]

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