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The St James’s Place Charitable Foundation has surpassed the £150m milestone for its charitable giving.
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More than nine out of ten (93%) UK wealth management professionals expect AI to become integral to their work within the next two years, up from 87% a year ago.
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L&G has launched standalone critical Illness cover, which it says has been developed in response to adviser, customer and market insight.
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Expanding Financial Planner Atomos has appointed former Rathbones head of advice delivery Andy Greenwood as its national head of Financial Planning.
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Financial Planning network Rosemount Financial Solutions (IFA) says it added 10 new advisers between July and September.
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Defaqto is launching a new rating service to help advisers assess early stage funds and portfolios that have yet to build up an established performance history.
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Two thirds (67%) of people say they are unaware that it is only months until most unused pensions are included in an individual’s estate for IHT purposes, despite understanding that the new rules will apply to them.
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The Pensions Regulator (TPR) has warned of potential hidden AI-related investment exposure as artificial intelligence becomes increasingly influential across global markets.
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The Money and Pensions Service has reported that 96% of pension records within the scope of the legislation will be connected to the Pensions Dashboards 'ecosystem' by the 31 October deadline.