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National adviser offers DB transfer robo-paraplanner

National adviser Mercer Jelf Financial Planning is offering a defined benefit robo-paraplanner to its customers. Mercer UK teamed up with robo-advice platform Wealth Wizards to launch the service. Wealth Wizards launched its white-labelled robo-paraplanner tool, trialled with LV=, in May last year. Robo-paraplanner launches for workplace pensions The advice planner works on a triage basis […]

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Aim-listed adviser scoops another acquisition

Aim-listed advice and investment firm Harwood Wealth Management has continued its run of acquisitions with a deal to buy an Ascot-based retirement advice specialist. Harwood has acquired the assets of Plan65 for up to £1.56m depending on performance, with an initial payment of £810,000 coming out of Harwood’s existing cash reserve and the rest of […]

Fund pickers cut Aberdeen Standard Investments from portfolios

Fund selectors are reassessing or excluding Aberdeen Standard Investments funds in their portfolios, as questions remain around how the investment teams will pan out post-merger. Standard Life and Aberdeen Asset Management completed their £11bn mega-merger in August. At that time there were around 168 funds from the groups in the Investment Association sectors to be […]

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IFAs urged to mitigate rising IHT bills

The government is boosting its income from inheritance tax bills because advisers may have failed to communicate the full advantages of new exemptions. Speaking at a seminar yesterday morning, Prudential senior technical manager Graeme Robb pointed to the rise people affected by the increase in the residence nil rate band to £1m for married couples […]

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