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How global ageing populations will affect any client you have that is younger than 71.

In July 2022, the United Nations announced that the world’s population is due to reach 8 billion by the end of the year and that, for the first time, India will surpass China as the world’s most populous country by 2023.

Five topics to start the ESG conversation at your annual reviews – from heatwaves to the McPlant

We have heard it a thousand times; ESG investing, and I use that term to describe any investment with Ethical, Social or Governance considerations, is on the rise and advisers have be speaking to clients about it at their annual reviews.

4 scenarios where pension freedoms could cause your clients a real problem, and what you can do about them.

Pension freedoms, introduced in 2015, offered most people major changes to pension death benefit options and taxation. With all these added flexibilities and tax benefits, you could be forgiven for thinking why would you want to consider anything else for your clients’ pension pot. There are, however, several scenarios when the new flexibilities could be a hindrance rather than a benefit.

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    Three tools for perfect factfinding
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