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    Socially Responsible investing – a success story in the free market economy?

    Socially Responsible investing – a success story in the free market economy?

    Mike Malkiewicz - 28th November 2019

    Mike Malkiewicz of Clear Paraplanning looks at the merits of socially responsible investing, and asks it all win-win?

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    The Money Purchase Annual Allowance: Think twice before using pension flexibility

    The Money Purchase Annual Allowance: Think twice before using pension flexibility

    Mike Malkiewicz - 10th October 2017

    Unintentional impact of the money purchase annual allowance and the importance of receiving financial advice.

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    What does a good suitability report look like?

    What does a good suitability report look like?

    Mike Malkiewicz - 11th September 2017

    In this month’s guest blog Mike Malkiewicz of Clear Paraplanning explores what a good suitability report should look like by sharing some hints and tips from his previous experiences.

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    Income Drawdown- Exploring Different Pension Withdrawal Strategies

    Income Drawdown- Exploring Different Pension Withdrawal Strategies

    Mike Malkiewicz - 19th January 2016

    In the first of our guest blogs, Mike Malkiewicz of Clear Paraplanning explores the different strategies that he is currently aware of for managing income drawdown in the hope that it might spark some reaction and “out of the box” thinking!

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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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