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Tuesday, 13 August 2019 07:00

Chartered Planner academy sees surge in applicants

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A Bath and London based Chartered Financial Planning firm has received hundreds of applications for its academy which trains the next generation of financial advisers.

Aegon has issued a warning over what it called the ‘little known’ money purchase annual allowance (MPAA), which stops people who have accessed their pension flexibly from contributing more than £4,000 into their money purchase or defined contribution pension without a tax penalty.

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It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.

Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.

Monday, 12 August 2019 08:43

UK economy heading for 'abyss' warns wealth manager

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The head of  global financial adviser business has warned that Britain is heading towards “an economic abyss” which will spur UK and global investors to move UK assets overseas.

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