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2 months ago | 
moneymarketing.co.uk | Tom Selby |Mel Kenny |Momodou Musa Touray |Lyndon White
The pile-up of consultations from the regulator, government and government-linked committees has become something of a pre-Christmas tradition in UK financial services, as policymakers rush to get key reforms off their desk before collapsing into the festive period. That leaves the industry dealing with a New Year hangover of epic proportions as deadlines come thick and fast in January, February and March.
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2 months ago | 
moneymarketing.co.uk | Tom Browne |Kimberley Dondo |Mel Kenny
Leading chief investment officers (CIOs) debated issues around active and passive investing, market valuations and economic uncertainty at Dynamic Planner’s ‘Pioneering Tomorrow’s Technology’ conference today (12 February). The panel, chaired by BBC journalist Amol Rajan, featured George Cliff from Clever IM, Trevor Greetham from Royal London, Simon Evan-Cook from Downing, Abhi Chatterjee from Dynamic Planner, and Caroline Shaw from Fidelity International.
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2 months ago | 
moneymarketing.co.uk | Tom Browne |Momodou Musa Touray |Mel Kenny |Andrew Tully
International financial advisory firm Hoxton Wealth has opened its first office in Mexico City as part of its expansion strategy in the Americas. The office will initially focus on providing financial-planning services to US-connected individuals. Aaron Vickery has been appointed as country manager to lead the new team of four. Vickery brings 20 years of experience in wealth management, having worked in both the Middle East and Latin America.
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Oct 29, 2024 | 
refinery29.com | Mel Kenny
Story from LivingADVERTISEMENTI knew something was very wrong when I became irritated at my boyfriend for speaking. Speaking! We were on the couch watching TV, the volume of both TV and man set to ‘civilized’. Yet trying to untangle his words from the big pharma commercial — “Plaque psoriasis? Try Otezla!” — felt not just impossible but quite maddening.
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Oct 9, 2024 | 
moneymarketing.co.uk | Mel Kenny
Scottish Widows has launched a flexible income protection product to help bridge the gender protection gap. The product has been designed to be simple and easy to understand for established protection advisers, holistic advisers and those who may be new to advising in this area. Research by Scottish Widows found that just 8% of people in the UK have cover in place if their income stopped suddenly. Meanwhile, 42% of UK adults worry that their household wouldn’t cope if they were unable to work.
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Oct 4, 2024 | 
moneymarketing.co.uk | Dan Cooper |Mel Kenny |Rachael Griffin
Investment and wealth management firm IPS Capital has moved closer to £1bn of assets under management with the acquisition of Greenwood Financial Planning. The acquisition of Saffron Walden-based Greenwood bolsters IPS’s financial planning services and enhances Greenwood’s investment management offering. It also boosts IPS’s AUM to £950m. Mike Passfield and Richard Mumford will remain partners of Greenwood, with Passfield becoming a partner of IPS.
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Oct 4, 2024 | 
moneymarketing.co.uk | Mel Kenny
Being honest with your employees is key to staff retention, Cairn Independent operations director Laura Young has insisted. She was responding to an audience question about the best way to keep people within advice businesses at the Lang Cat’s HomeGame 4 event in Edinburgh yesterday (3 October). “In terms of retaining the team, the only constant is change,” Young said.
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Oct 2, 2024 | 
moneymarketing.co.uk | Mel Kenny |Kimberley Dondo
Advisers need to be in contact with clients more than ever, whether that be to meet regulatory requirements or simply because we’re all expected to be more accessible these days. This regularity of contact keeps us on top of changes to clients’ financial situations – but it also puts us in a prime position to notice any changes to their mental and physical wellbeing, too.
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Jun 13, 2024 | 
moneymarketing.co.uk | Mel Kenny |David W Coombs
The Labour Party has committed to reviewing the UK pensions landscape if it gets into power after the general election on 4 July. In its manifesto, published today (13 June), Labour said it would consider what further steps are needed to improve pension outcomes and increase investment in UK markets. The party’s plans include reforms to ensure workplace pension schemes benefit from consolidation and scale, delivering better returns for savers and greater productive investment.
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Jun 10, 2024 | 
moneymarketing.co.uk | Mel Kenny |Robin Powell |Rachel Vahey
For some clients, a meeting with their adviser is just another meeting in yet another day full of meetings. They might want you to get to the point. They trust you and their priority is to move on. For other clients, it might be the only meeting they have all year long. They may have spent a lot of time thinking about this event and built their week, months or even year around it. They may be relying on you. And it might not just be the investment they have that they want to talk to you about.
