Pension and investment tool provider Selectapension has added a cashflow modelling tool to its system. 

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A leading firm of tax advisers has warned that after a pause during the Coronavirus pandemic HMRC is relaunching enquiries into taxpayers’ affairs “as a matter of urgency.”

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An ONS business survey suggests that many ‘paused’ businesses will resume trading in the next four weeks as cash reserves dwindle.

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Private equity firm Warburg Pincus has stepped in to get the £45bn tie up between wealth managers Tilney and Smith & Williamson back on track.

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The Financial Conduct Authority has named the eight insurers who have agreed to take part in a test case to clarify business interruption insurance.

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Wealth manager and SIPP firm Mattioli Woods forecast today that 2020 revenues would match 2019 and a round of cost cutting should help maintain profits.

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Fast-growing Financial Planning firm AFH says it is confident demand for Financial Planning advice will increase later this year despite seeing a £400,000 drop in Financial Planning fees due to the impact of the Coronavirus, the company reported today.

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Financial advisers regard their 'soft skills' as the most valuable element of their service to clients, a new survey has revealed. 

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Schroders’ Financial Planning joint venture with Lloyds Bank - which turns one year old this month - has been prioritising vulnerable clients as it moves to full remote client meetings during the Covid-19 lockdown.

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Growing Financial Planning firm Independent Wealth Planners (IWP) has appointed Chartered Financial Planner Wes Nixon FPFS to lead its Cornish hub as the firm plans further acquisitions to expand the regional hub.

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