March 2017


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  • Woodford set to launch Income Focus Fund on 20 March

    24 February 2017

    Woodford Investment Management will launch the CF Woodford Income Focus Fund on 20 March 2017 with a fixed offer period*, subject to regulatory approval. The firm said that in response to increasing investor demand for high-quality income streams, the fund would have an investment objective for high income generation together with capital growth. The...

  • FCA data shows pace of pensions withdrawals may be slowing

    23 February 2017

    Latest FCA data on pension pots accessed by consumers for the first time show a fluctuation in the figures, with an 8% reduction for Q3 2016, which industry commentators are saying may suggest that demand is slowing. However, they add, the Regulator needs to delve deeper on the reasons for withdrawals. FCA quarterly retirement...

  • March Issue Out Now

    22 February 2017

    We are pleased to unveil the March 2017 issue of the magazine! As always, we have some great features lined up for you in this issue: To view the issue please CLICK HERE Paraplanner Profile Neil Clarke of Montfort International, says dealing with the complexities of helping clients move their finances overseas is the most...

  • The Best, the Worst and the Average – Part II

    22 February 2017

    In his previous article, Richard Philbin CIO at Wellian Investment Solutions, highlighted that it is very important to “look through” data to be able to read – in greater detail – the output. This article takes a number of the Unit Trust sectors and produces some further clarity. I was once told that people should use statistics like a...

  • Technical: IHT – declaring, who pays and how?

    21 February 2017

    Kim Jarvis, technical manager at Canada Life, continues her series of articles for Professional Paraplanner on IHT and estate planning. In her first two articles she considered what should be included in a deceased’s estate, how it was valued and the main exemptions and reliefs that are available on death. In this article she...


Latest Development

What is the Money Purchase Annual Allowance?

Many people are confused by the various annual allowance...

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Latest Events

Dates and Venues Confirmed for the Technical Insight Seminars 2017

We are delighted to announce that in 2017 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even...

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