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It is so easy to think we have things figured out in life and without someone to robustly challenge our assumptions we just continue to think them – at times to our cost.

This is one of the reasons coaching is so powerful. You have someone totally on your side and yet, at the same time, they will call you out.

 
 
   
 
 
 
 
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I find the carry forward rules for the pensions allowance confusing, especially for clients who are subject to tapering. What are the key considerations?
 
 
   
 
 
 
 
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China lowers its 2019 growth target to 6-6.5%, but so far no signs of mega stimulus from National People’s Congress
 
 
   
 
 
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NS&I research has shown the enduring influence of our parents on building long term savings habits and the financial as well as emotional bonds between the generations.
 
 
   
 
 
 
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To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub.
 
 
 
 
 
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Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with.
 
 
   
 
 
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We expect that the Fed will eventually adopt a “wait-and-see” strategy this year, with at most one more rate hike in 2019.
 
 
   
 
 
 
 
 
 
 
The European Equities team look at what is driving investor sentiment, how recent economic data will impact long-term growth, and which areas of the market look most attractive.
 
 
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Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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