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00:01 | 07 September 2009
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The second annual Financial Planning Week is a chance to reach out to new clients, many of whom get their financial advice from mates in the pub according to the IFP's latest survey.
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12:19 | 20 August 2009
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Pension contributions are now regarded as a form of tax avoidance requiring disclosure, explains David Seaton of Rowanmoor Pensions.
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10:00 | 09 July 2009
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The demise of defined benefit pension schemes, combined with the complexity of retirement products, leaves advisers and their clients with an ‘urgent need’ for institutional quality risk management according to Barrie & Hibbert’s Phil Mowbray.
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12:45 | 07 July 2009
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Our interview with Barrie & Hibbert's Phil Mowbray, advertised as being published today, will now be released on Thursday to coincide with a special report on Barrie & Hibbert's new research.
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10:45 | 06 July 2009
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Advisers, regulators and the government should learn from the latest developments in behavioural psychology, according to Aifa.
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10:00 | 26 June 2009
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Growing lifespans are creating a gap in the market for post-retirement advice - one with its own unique challenges, says Tish Hanifan, joint chair of the Society of Later Life Advisers.
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08:00 | 10 June 2009
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Danby Bloch of Taxbriefs Financial Publishing suggests one way to get around the new Budget rules that prevent high earners claiming tax relief on pensions.
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00:01 | 01 June 2009
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Industry figures discuss the relative importance of education, technology, and economic incentives in closing the savings gap, and how to make it viable for advisers to service less affluent clients.
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