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Paul Lewis: How do you solve a problem like Maria?

She is Maria Sinclair, just 65 and she is happy. Pension freedom has begun. She has a pension pot, which she began some 25 years ago, and she believes it is worth quite a lot. In work, Maria never earned more than £18,000 a year. Her state pension amounts to £118.64 a week. She has […]

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Regulatory costs force Norfolk advice firm to close

Regulatory costs have been blamed for the closure of a Norfolk IFA just days after advisers saw their FSCS levies almost double to £100m. In a statement on its website, Norwich-based advice firm Taylor & Taylor says regulatory changes have made continuing as a business unviable. It says: “We very much appreciate the support provided […]

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Engaging millennials: Top five tips

By Jamie Clark, Business Development Manager Our latest research looks to understand the key influences on millennials’ future long-term pension savings. Here are our top five takeaways to consider when developing a strategy for advising them. 1. Every millennial is different. One thing that came through loud and clear in our research was that pigeon-holing […]

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