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- Indexed articles, last 90 days
- 56
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- Sep 29, 2026
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- Jul 8, 2026
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P1 partners with PIMCO on adviser retirement portfolios (opens the original)
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P1 Investment Management has partnered with PIMCO to launch a retirement-focused managed portfolio service for UK financial advisers. The portfolios combine P1’s discretionary management with PIMCO’s active fixed income and retirement income expertise, with the aim of helping advisers manage sustainable withdrawals and sequencing risk in retirement. The range is designed around a different approach to risk from that typically used for accumulation portfolios. Rather than focusing primarily on pr
The Morning Briefing: MPS assets set to pass £250bn; IPTF broadens focus beyond income protection (opens the original)
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Good morning and welcome to your Morning Briefing for Monday 28 September 2026. To get this in your inbox every morning click here. MPS assets set to pass £250bn as adviser demand grows Assets held in discretionary model portfolio services on adviser platforms are on course to exceed £250bn before the end of 2026, according to Platforum. The research firm said MPS assets under management reached more than £240bn at the end of June, up 12.5% during the first half of the year and 19.7% year-on-yea
IPTF broadens focus beyond income protection (opens the original)
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The Income Protection Task Force (IPTF) is to broaden how it describes its work from 2027, placing greater emphasis on financial resilience across the individual protection market. The IPTF said income protection would remain at the centre of its work but it would increasingly frame its activities around what it calls “Resilience Insurance”. Its name will remain unchanged, although the IPTF said it would gradually make less use of ‘Income Protection Task Force’ as the explanation behind the acro
MPS assets set to pass £250bn as adviser demand grows (opens the original)
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Assets held in discretionary model portfolio services (MPS) on adviser platforms are on course to exceed £250bn before the end of 2026, according to Platforum. The research firm said MPS assets under management reached more than £240bn at the end of June, up 12.5% during the first half of the year and 19.7% year-on-year. Third-party models now account for 28% of total advised assets on adviser platforms. Platforum said MPS assets are growing at around twice the rate of the overall UK wealth mana
Looking Ahead: Birthdays, Budgets and big questions (opens the original)
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October is a month I have always associated with excessive expenditure. Not only does my birthday fall in October – something I feel increasingly less inclined to celebrate as I edge closer to 50 – but a disproportionate number of friends and family members also seem to have chosen it as their month of arrival. So begins another round of cards, presents, drinks and celebrations, accompanied by increasingly anxious glances at my bank balance. But while I may be feeling poorer, you can at least be
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