July/August Issue
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  • Paraplanners run half marathon in aid of Cancer Research

    17 August 2017

    Caroline Stuart, head of Technical Solutions, DB Wood and Rachel Kitching, operations director for Cooper Parry Wealth (ex-paraplanner with the company and our cover star back in September 2014), will be running a half marathon in October for Cancer Research. Rachel was diagnosed with breast cancer in August 2016, while 7 months pregnant. She...

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  • Reasons for the current inflation paradox

    17 August 2017

    Powerful forces have disrupted relationships that held in previous environments and explain why a decent cyclical upswing, with rates close to multi-year lows, has not been accompanied by roaring inflation, says Anthony Rayner, manager of Miton’s multi-asset fund range Some of the most renowned economic theories suggest that persistently low unemployment, strong economic growth...

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  • Risk profiling

    17 August 2017

    Lawrence Cook, director of marketing and business development at Thesis Asset Management, draws on the firm’s own experience to analyse the process of choosing a risk profiling solution. To go right back to basics, the point of risk profiling is to ensure that clients get good advice leading to suitable investments that will help...

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  • How to make the LISA better

    16 August 2017

    Scottish Friendly has put forward a 6-point plan to correct the flaws it sees in the Lifetime ISA Scottish Friendly has outlined a series of recommendations to enhance the Lifetime Isa (LISA) and help it achieve its potential. The Glasgow based financial mutual has called on the Government to reform the product to ensure...

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  • Pension transfer values ‘fairly stable’ compared to Q2

    16 August 2017

    Xafinity has reported that its measure of the value of Defined Benefit  transfers – as indicated by the Xafinity Transfer Value Index – stayed relatively stable in July, falling by less than 1% from £232,000 at the beginning to £230,000 at the end of the month. The difference between maximum and minimum readings of...

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Latest Development

FCA CONSULTATION PAPER 17/16: ADVISING ON PENSION TRANSFERS

On 21 June 2017 the FCA published CP17/16: “Advising...

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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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