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  • How paraplanners can complement traditional planning for high-net-worth clients

    14 May 2021

    How paraplanners can complement traditional planning for high-net-worth clients A BRAND NEW EVENT FOR PARAPLANNERS FROM OCTOPUS INVESTMENTS  Choose the event you want to attend. Technical Insight Webinar SOUTH 25 May, 2021 12:30pm REGISTER HERE FOR SOUTH EVENT Technical Insight Webinar NORTH  3 June, 2021 10:30am REGISTER HERE FOR NORTH EVENT For an increasing...

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  • FCA high risk investment proposals highlighted

    13 May 2021

    ATEB Consulting’s Steve Bailey outlines FCA thinking around its consultation on promotion of high risk investments.  The FCA has published a discussion paper on strengthening financial promotion rules for high-risk investments and firms approving financial promotions. Following feedback to its Call for Input (CFI) on Consumer Investments which closed in December 2020, the FCA...

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  • Multi-asset funds ‘hugely’ favoured for drawdown

    13 May 2021

    Multi-asset funds have grown in popularity among retirement clients, new research from Aegon showed. According to Aegon’s report Managing Lifetime Wealth: retirement planning in the UK, over half (56%) of advisers recommend multi asset or multi-manager funds for clients in drawdown, up 56% year-on-year. In addition, more than one in five advisers (22%) plan...

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  • Verve Group showcase of fresh new FinTech

    13 May 2021

    Verve Was Live – but with a twist… says Kim Binks, Apricity Compliance On the 27 April, The Verve Group hosted the latest instalment of their ‘We Are Live’ series. Born from their original live event #Project2030 back in June 2020, the series involved a live stream and had previously been used to launch and discuss...

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  • Mental illness protection claims double in year

    13 May 2021

    The number of people claiming income protection caused by mental illness doubled in 2020, new research from Zurich found.  In Mental Health Awareness Week, the insurance giant said more than one in four (27%) claims were triggered by mental health conditions last year, compared to 13% in 2019. Around £1.7 million was paid out...

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Exam preparation: Investment ratios

The Brand Financial Training team explore investment ratios, which...

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How paraplanners can complement traditional planning for high-net-worth clients

How paraplanners can complement traditional planning for high-net-worth clients A BRAND NEW EVENT FOR PARAPLANNERS FROM OCTOPUS INVESTMENTS  Choose...

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