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Money Management

Latest news


  • Jun 24, 2014

    Secret IFA: Polite refusals

    Our undercover adviser says salesmen should recognise refusals, however polite they are.

  • Jun 24, 2014

    Q&A: Rowanmoor’s Ian Hammond

    As he celebrates 50 years in the industry, Ian Hammond, managing director at Rowanmoor Group, tells us what has changed the most and what he would...

  • Jun 23, 2014

    Insight: Europe excluding UK

    Europe as a whole has been on a better run in recent months, but how have funds without a UK exposure fared? Charlotte Richards analyses the sector...

  • Jun 20, 2014

    Revealing secrets

    Advisers should not be afraid to let their clients peek behind the curtain. In fact they should embrace it, says Mark Polson.


  • Mortgages - Mortgage forecast

    Using publicly available data, an organisation has modelled an unhappy future for some households. Laverne Hadaway reports.

  • Taxation - Matters of life and death

    Advisers need to consider the impact of both CGT and IHT to effectively plan for either, says Danny Cox.

  • Pensions - Reforming retirement

    With so much reform going on within the retirement sphere, Bob Campion looks at how schemes can and can’t work and reflects on failures.

  • Investments - Back to the future

    A brilliant new analysis of income and wealth has lessons for all investors, says Russell Taylor.

  • Protection - Raising IP awareness

    Sam Barrett assesses the latest campaign for income protection awareness and looks at the challenges ahead

See all of Jon's articles

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