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Five minutes with... HSBC Life | Money Marketing

HSBC Life will be looking at how the onshore bond is a too often a forgotten source of income for clients. ....

Tony Wickenden , Technical Connection , Money Marketing Interactive London , Money Marketing Awards ,

Money Marketing Weekly Wrap Up – July 25 – July 29

Money Marketing Weekly Wrap Up – July 25 – July 29
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Robin Powell , Tony Wickenden , Richard Wilson , Financial Conduct Authority , Money Marketing , Consumer Duty , Evidence Based Investor ,

Only 25% of advisers hunting for new clients under 35

Advisers are not sufficiently broadening their service to the younger demographic, with just a quarter seeking new clients under 35, according to the findings of St. James’s Place’s (SJP) latest report. ....

Tony Wickenden , Financial Planning , Technical Connection , Uture Of Financial Planning Report , Younger Demographic , Succession Planning ,

Advisers must work harder to win new clients

Advisers must work harder to win the next generation of clients who are young and more tech-savvy, research finds. ....

Tony Wickenden , Phil Wickenden , Technical Connection , Money Marketing ,

IHT receipts up £0.7bn, HMRC data reveals

Inheritance tax (IHT) receipts for April 2021 to March 2022 were £6.1bn, which is £0.7bn higher than in the same period 12 months earlier, latest data from HM Revenue & Customs (HMRC) revealed. ....

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