May 2018
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  • Warning for firms on security and procedures around taking data out of office

    21 May 2018

    Financial technology business IRESS is highlighting the need for adviser firms to check their information security procedures to avoid risks to their business and potential fines. The company recently took 50 adviser firms through its free technology audit service to find out if there are propositional and procedural gaps that could be holding firms...

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  • Old Mutual Global Investors’ Kerr scoops top award at FE Alpha Manager of the Year

    21 May 2018

    The 2018 FE Alpha Manager of the Year awards saw 14 trophies handed out, with the top accolade of FE Alpha Manager of the Year going Luke Kerr of Old Mutual Global Investors. Kerr (pictured) is in charge of the Old Mutual UK Dynamic Equity fund and has recorded a 396% return over the...

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  • Powwow takes Report Writing Howwow to Manchester

    21 May 2018

    The Paraplanners Powwow is taking the Report Writing Howwow it ran in London last autumn to Manchester. The paraplanner only, physical event, is being hosted at Revolución de Cuba on Peter Street on 28 June. The format of the Manchester event is to take real-life report examples and work through three aspects of report...

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  • Issue flagged with expression of wishes and death benefits in drawdown

    20 May 2018

    The rules surrounding death benefits in drawdown could leave beneficiaries confused and unable to access drawdown, Curtis Banks Group has warned. Since the introduction of the pension freedoms three years ago, drawdown has grown in popularity. However, should the pension holder die before the age of 75 whilst in drawdown, the current rules allow...

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  • Retirement plans pushed back by State Pension changes

    20 May 2018

    Nearly two million people will retire many years later than planned or with less income than anticipated as a result of changes to the State Pension age, with women’s plans more effected than men, according to new research by Retirement Advantage.  The retirement income provider said that two thirds (66%) of people aged 50...

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Latest Development

Deliberate deprivation of assets rules and care home fees

Assessing for deliberate deprivation of assets can be a...

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Latest Events

The CISI Paraplanner Conference 2018 – Rise to the Challenge

The Chartered Institute for Securities & Investment (CISI) is delighted to invite you to the 2018 Paraplanner Conference on...

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