Use of model portfolios
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Use of alternative investments ( VCT/ EIS etc )
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Retail protection - IP, CI etc
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Use of Peer to Peer Lending
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Drawdown / at retirement market
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Use of ethically directed investments
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Corporate Protection - key man, business succession, relevant life etc
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Income Investments
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Protected investments / capital secure etc
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Equity Release
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Auto Enrolment Business
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Health Insurance
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Use of ETFs
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General investment information
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Defined Benefit Transfer Analysis
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Choosing and using a DFM
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Use of Thematic Investments
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Mortgage business
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