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B&C Power List 2024 | B&C Power List 2021 | BSLA Best Broker:Administrator 2021 | BMA…
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Get your tickets to the ‘Young people in Bridging’ event next Thursday…….
Get your tickets to the ‘Young people in Bridging’ event next Thursday…….
Liked by Amy Baptiste
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“Anastasia, you’re just a bit of a square peg in a round hole” A partner at a law firm I worked out actually said this to me. Not as a bit of…
“Anastasia, you’re just a bit of a square peg in a round hole” A partner at a law firm I worked out actually said this to me. Not as a bit of…
Liked by Amy Baptiste
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What a lovely way to spend a Thursday - at a Ladies Cocktail Night at Revs De Cuba in Manchester with Bluecroft Finance 💙 Thank you so much for…
What a lovely way to spend a Thursday - at a Ladies Cocktail Night at Revs De Cuba in Manchester with Bluecroft Finance 💙 Thank you so much for…
Liked by Amy Baptiste
Experience
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Education
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Trinity School Belvedere
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Delighted to have acted for a key client on a nearly £6m portfolio refinance, arranged by Nimesh Sanghrajka and David Hester of Mantra Commercial…
Delighted to have acted for a key client on a nearly £6m portfolio refinance, arranged by Nimesh Sanghrajka and David Hester of Mantra Commercial…
Liked by Amy Baptiste
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How often do you speak to your clients…well in the case of Kalan Booker CeMAP probably 5-10 times a day! Great to shoot the breeze with the main…
How often do you speak to your clients…well in the case of Kalan Booker CeMAP probably 5-10 times a day! Great to shoot the breeze with the main…
Liked by Amy Baptiste
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Aegon
Most people of working age know they need to get their pension in order – yet many keep putting it off. Whether it’s due to anxiety, a lack of understanding, or just feeling overwhelmed, people often avoid engaging with their retirement savings. Aegon UK is working to change that. 👉 Find out more: https://aegon.me/mylo
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M&G
We’re proud to share that both M&G Investments and Prudential Assurance Company (PAC) have successfully retained their signatory status to the Financial Reporting Council’s UK Stewardship Code 2020, the gold standard for stewardship in our industry. Stewardship is a key lever we use to support positive change — driving long-term value for clients leading to sustainable benefits for the economy, the environment and society. In this blog, Laura O'Shea and Guy Rolfe, CFA share their Stewardship highlights from the last year: https://lnkd.in/edxSBPXX The value of your investment can go down as well as up and so you might not get back the amount you put in. Your capital’s at risk.
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Schroders
It’s Pension Awareness Week followed by UK Savings Week. We’ve partnered with the Pensions Management Institute (PMI) on the Lifetime Savings Initiative to explore the links between pensions and savings. We believe it’s time for a rethink. Our report urges the creation of a national short-term savings plan and a national lifetime savings plan to integrate retirement and non-retirement savings, with early access for first-time homebuyers. Let's change the way we think about saving in the UK. Hear more from James Barham, Executive Chairman at Schroders Solutions. #PensionAwarenessWeek #UKSavingsWeek #LifetimeSavings #FinancialPlanning #WealthManagement
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XPS Group
XPS Group has connected over 600,000 pension scheme members and more than 20 schemes to Pensions Dashboards ahead of deadline. XPS is among the first large administrators to reach this level of dashboard connectivity, marking a key step for industry readiness. Read more: https://lnkd.in/e5MnN_x4 #PensionSchemes #PensionsDashboards #PensionsAdministration | David Watkins
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Smart Pension
Exciting news: Smart Pension is connected to the Pensions Dashboards Programme! When it launches, the Pensions Dashboard will collate personal, workplace and state pension data from all pension providers. Retirement savers will be able to view and access all of their pension information seamlessly, in one place. Jamie Fiveash, CEO of Smart Pension, said: “Over the past decade, we have shown that technology has the power to simplify pension saving for our members. We are excited to be part of the collaborative Pensions Dashboard Programme, which will provide savers with clear, simple and trusted sources of information and help deliver better financial outcomes for all UK savers.” Read more: visit.smart.co/3H2I9ai
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