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Calls for self-employed to access pensions advice allowance

National advice firm LEBC has called on the government to extend the pensions advice allowance to the self-employed. If extended, the self-employed could claim up to £500 in three separate tax years to fund their pensions advice. This amount is currently only accessible to company employees, leaving the self-employed to pay for their own financial advice. LEBC has […]

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Which consolidator has the winning model?

As consolidators continue to acquire advice firms, analysts are assessing the financial position of key firms in the market to see how long the buying spree can continue. Aim-listed AFH continues to lead the way in volume of acquisitions, with 14 in the year to October 2017, its recently released accounts show, and eight so […]

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NS&I pledges closer links to advisers

NS&I has reaffirmed its commitment to working closer with financial advisers as it lines up a series of service improvements for later this year. In its annual report, released this morning, the government-backed savings bank confirmed that its plans earlier this year to give financial advisers telephone access to clients’ NS&I holdings had gone to […]

Zurich adds offshore bonds to platform in adviser tax push

Zurich has added Utmost Wealth Solutions’ Isle of Man range of offshore investment bonds to its platform. The addition of the Evolution and Estate Planning bond are part of Zurich’s ongoing platform investment. Utmost says that with the recent acquisition of Generali PanEurope – now Utmost PanEurope – it is now the second largest cross-border […]

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