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Jan 27, 2025 | 
moneymarketing.co.uk | Majid Hussain |Trevor Greetham |Paul Muir |Paul Yates
Chancellor Rachel Reeves is facing mounting scrutiny over the UK’s economic difficulties. Much of the criticism is directed at the changes she announced in the Budget and those set to take effect from April 2025, particularly concerning the non-domicile tax regime, National Insurance and private-equity taxation. However, it is overly simplistic to lay all the economic woes at Reeves’ feet.
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Jan 15, 2025 | 
moneymarketing.co.uk | Paul Yates |Sneha Shah |Robin Powell |Tim Riseborough
You could be forgiven for thinking that financial advice is a profession in perma-crisis, given the consistent narrative about falling numbers, poor career and client succession, and an image stuck in the past. While it’s true that the constantly changing and increasing demands of regulation put advisers and planners under continuous pressure, the reality is that the number of financial advisers in the UK has been stable, even growing slightly in recent years.
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Nov 8, 2024 | 
moneymarketing.co.uk | Paul Yates |Momodou Musa Touray
After many years of the regulatory equivalent of a Gaelic shrug towards the protection market, the Financial Conduct Authority has announced a forthcoming study into the sector taking in many areas, perhaps most notably, the three Cs: commission, competition and charging. Understandably, this has set many boardrooms a flutter, as the market’s biggest and best advisers, distributors and providers begin to consider the impact of the study and its findings on their business model.
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Oct 22, 2024 | 
professionaladviser.com | Paul Yates
'No one wakes up in the morning thinking about buying life insurance'Will the advice market ever place protection at the heart of their financial planning journey, or will it always be the poor relation to mortgages and pensions? Paul Yates explores the issue... ‘Protection for the masses'. It sounds like the words on a placard carried on a protest march.
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Aug 7, 2024 | 
moneymarketing.co.uk | Paul Yates |Momodou Musa Touray |Robin Powell
There are 37,000 financial advisers in the UK and 68 million people, of whom around 27.8 million are in employment (57.2%) and 1.7 million were unemployed (3.4%). So, is it any wonder the majority of adults in the UK don’t take any form of guidance when it comes to their finances?
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Jul 17, 2024 | 
professionaladviser.com | Paul Yates
I'm writing this article as I weave my way back down the tracks from London, having just attended the launch of the Swiss Re Term & Health Watch for 2024. I'm enthused. I'm excited. I'm wary. The protection market has long been an underachiever. A 'must do better' on the scorecard. A scorecard, that I'm hopeful is about to change. Why? Well, the quality of the audience who attended this event proves just how much the market is truly engaged in growth.
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May 9, 2024 | 
moneymarketing.co.uk | Paul Yates
I’ve just started watching Succession – I know, I know, I’m late to the party. If you haven’t caught it yet, it’s the tale of a media magnate and his children’s ongoing fight for his attention and to be considered as his natural successor as the leader of a multinational media organisation. Watching it got me thinking. Thankfully, not about the similarities between the show and how financial services businesses are run. More the title itself: Succession.
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Mar 18, 2024 | 
covermagazine.co.uk | Paul Yates
Data and process improvement will be 'battlegrounds of tomorrow'Paul Yates, product strategy director at iPipeline, explains to COVER's sister title, Professional Adviser, how data and processes must improve to power a revolution of tomorrow in the protection market. You know how the old proverb goes. Cash is king. It's a saying many in the investment world live by, including the legendary Warren Buffett.
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Mar 18, 2024 | 
professionaladviser.com | Paul Yates
Data and process improvement will be 'battlegrounds of tomorrow'Paul Yates explains how data and processes must improve to power a revolution of tomorrow in the protection market... You know how the old proverb goes. Cash is king. It's a saying many in the investment world live by, including the legendary Warren Buffett. For protection, the mantra is similar - even if it is rarely articulated outside the HQs of the leading providers and distributors.
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Nov 28, 2023 | 
covermagazine.co.uk | Paul Yates
'Too often across financial services, firms are falling short'Paul Yates, product strategy director at iPipeline, looks at the service issues in protection and suggests how they can be resolved. How can financial service organisations set themselves apart from the competition? The clue is in the name. Service is vital to the success of our market.
