Richard Smith

Pensions dashboards preparation has typically centred around two core areas - data readiness and connection. Yet, as the first connection dates approach, thoughts turn to another vital element for dashboard success: are we ready to talk to our members about them yet? The latest article in our dashboards series examines this subject, focusing on member communication and the need for ongoing maintenance post-launch. Read here: https://lnkd.in/ex6WYyMN

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July 6th is HMRC’s deadline for employment-related securities (ERS) reporting — are you prepared? With Ledgy as the single source of truth for your equity data, you don’t need to do the heavy lifting to report to HMRC compliantly. You can download EMI, CSOP, and other ERS annual returns in a few simple clicks. Our team is on hand to show you just how easy reporting can be on Ledgy, speak with them here: https://lnkd.in/eQZmRR_V

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The Pensions Regulator has just published the long-awaited new Funding Code for defined benefit pension schemes. Join this webinar to help you understand the impacts and the steps that you should take. https://lnkd.in/esBrVNZm

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 📣 Attention financial advisers Want to find out more on the support available to help deliver value to your clients and grow your business? Tune in to the first episode of our new Money Marketing pensions and protection podcasts series. We’re joined by Rory Marsh who talks about workplace pensions through an adviser, employer and customer lens. Listen to the podcast: https://ow.ly/1KeE50SofX6

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Software Companies: Moving Beyond Basic Accounting? When Sage or Xero no longer keep pace, MacroFin’s specialised solutions provide the support and scalability your software business needs to thrive. Make the switch to a smarter financial future. Discover how at macrofinconsultants.co.uk #FutureFinance #MacroFin #SoftwareGrowth #BeyondBasics

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Tangled up in cash flow forecasts, start-ups? A grip on future cash flow aids survival. Let's guide you through this financial lifeline. Embark on your sustainable growth journey with us. Visit our website today. #CashFlowClarity 💼 👉🏻 mensis.co.uk

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Have you moved your money to Prosper yet? You can still open or transfer your pensions, ISAs and GIAs to the Prosper platform and access 30 ETFs from the world’s leading asset managers at absolutely no cost.  To join us just download the app: app.prosper.co.uk As part of our Founding Member offer until 31st July we are charging no platform fee, no transaction fees and we’ll refund the fund fees every year too. Let's just say it again, zero fee access on 30 index funds from the world's leading asset managers as well as zero platform fees and zero transaction fees. Prosper is designed for long term savers who want to maximise the potential value of their wealth over the next decade or more. Your capital is at risk. Read more about the offer Ts and Cs: https://lnkd.in/eDJxvfM9

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What Does the New UK Budget Mean for You? With this year’s change of government, this session is more relevant than ever. Join our webinar to navigate the latest changes and understand the impact they could have on your financial future. Post Budget Financial Planning Insights 🗓️ Friday 01 November ⏰12:30 to 13:30 🔗 Register Here https://lnkd.in/e8Tn3HMs This session will cover: - Economic backdrop & forecasts - Tax changes affecting your finances - Pension updates: Time to adjust? - Smart money moves post-budget - Aligning goals with new realities Are you ready to navigate these changes? Don't miss this opportunity to get expert insights and practical advice tailored to your needs. Secure your spot today and stay ahead of the curve!

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🔍 What Does the New UK Budget Mean for You? With this year’s change of government, this session is more relevant than ever. Join our webinar to navigate the latest changes and understand the impact they could have on your financial future. Post Budget Financial Planning Insights 🗓️ Friday 01 November ⏰12:30 to 13:30 🔗 Registration Link in comments below

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Early access to pensions to buy a home? A great step forward for generation rent! The latest report from Pensions Management Institute (PMI) and Schroders includes proposals for early pension access to help fund house deposits, offering a potential lifeline to millions of renters stuck in a cycle of high costs and low savings. This is just the sort of innovation we need - creating flexible financial solutions for aspiring home owners. We believe in giving people the opportunity to take control of their homeownership journey. Unlocking some of their pension savings for home deposits is part of the solution, along with other innovative approaches to finances (like our equity-based Gradual Homeownership model). Together, we can make homeownership more accessible. Read more here https://lnkd.in/eZJgeKsu #Homeownership #FinancialPlanning #HousingMarket #Pensions #Wayhome

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How do you build portfolios with the best income opportunities and the right exposure to drive meaningful results for your clients? Find out tomorrow from the experts at the RSMR panel... 💡Delivering Income Virtual Panel 📅 Tuesday 3rd December ⏰10:00 to 10:45 📌Register here: https://lnkd.in/epivKzjF #investmentmanagement #investmentportfolios #investmentstrategy #bnyinvestments #pimco #gravis #artemis

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Addressing the growing challenge of increasing bad debt requires utilities companies to prioritise accurate customer data and use this to identify vulnerable customers and categorise those billpayers that are contributing to bad debt. Join us in tackling the bad debt crisis head-on with innovative data solutions. Learn more about tackling the bad debt crises here: https://lnkd.in/evxCkAVz #Utilities #BadDebt #DataSolutions #Data #Debt

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