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  • Guest Column: Salary exchange – a prime opportunity for advisers

    Chartered Financial Planner Susan Hope, a business development director at Scottish Widows and a pensions advocate, writes abouthow, as National Insurance changes take effect, salary exchange (also called salary sacrifice), could be a new opportunity for Financial Planners. 

  • Guest Column: How planners can utilise emotional intelligence

     

    Former Financial Planner turned author and consultant James Woodfall explains how emotional intelligence works and how Financial Planners can utilise the benefits of EI to understand their clients better.

  • Lester Petch, founder and CEO FinchTech

    Lester Petch: Wake up IFAs – hybrid robos are on the march

  • Baroness Altmann

    Exclusive: Baroness Altmann on the Triple Lock revolt  

  • Retired IFA Harry Katz

    Column: Is IHT really keeping HNW clients up at night?

  • Simon Hodges of STEP

    Guest Column: Inheritance tax in 'dire need' of reform

  • Richard Mattison

    Guest Column: New pensions limits need responsibility

  • Tony Catt

    Guest Column: Consumer Duty – Friend or Foe?

  • Tessa Lee of Moneyinfo

    Tessa Lee: Can ChatGPT replace a human planner?

  • Sarah Lees, Big Day Out co-host

    Sarah Lees: Paraplanners deserve a Big Day Out

  • Caroline Stuart of Sparrow Paraplanning

    Caroline Stuart: Top 5 Tips for Nervous Networkers

  • Christina Georgiou

    Georgiou: Why inhouse and out-house Paraplanning differ

  • Fraser Donaldson

    Fraser Donaldson: DFMs see avalanche of new portfolios

  • Mike Middleton

    Column: Has planning failed? A former planner's view

  • Robin Melley of Matrix Capital

    Robin Melley: Why I'm in several professional bodies

  • Fraser Donaldson

    Fraser Donaldson: A thorny question of cash interest

  • Progeny's Richard Gilham

    Richard Gillham: Why planners need to talk about philanthropy

  • Consumer Duty Alliance CEO Keith Richards

    Keith Richards: Why we're backing new Retirement Income Taskforce

  • Judy Tennant of Prosper Wealth Management

    Judy Tennant: Paraplanning is more than a stepping stone

  • James Jones-Tinsley

    Election Analysis: Labour's pensions challenges

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