June 2018


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  • Over 50s not taking enough risk to achieve retirement plans

    21 June 2018

    The majority of over-50s struggle with investment risk, according to new research by The London Institute of Banking and Finance and Seven Investment Management. As many as 91% of over-50s want to maintain their current lifestyle in retirement, while nearly half (47%) want to leave behind a decent inheritance and over a quarter (28%)...

  • Rathbones to launch sustainability fund

    21 June 2018

    Rathbone Unit Trust Management is set to launch a new sustainability fund next month, driven by growing interest from clients to make a positive impact with their investments. The Rathbone Global Sustainability Fund is designed to provide clients with a total return in excess of the FTSE World index over the long term (a...

  • Paraplanner Standard attracts overseas attention

    20 June 2018

    The Paraplanner Standard, launched on 1 May 2018 by Standards International, is receiving interest from paraplanners in countries across the globe. “Word of the Standard has spread to places we hadn’t dreamed of,” says Michelle Hoskin, MD of Standards International. “We’ve had enquiries from an outsourced operation in India who want to put their...

  • Why we’ve made changes to our asset allocation

    20 June 2018

    Henna Hemnani, assistant fund manager for the Miton’s multi-asset fund range, explains why the managers have made changes to their regional asset allocation. The story of 2017 was strong and synchronised global growth, and almost all equity markets made good returns over the period. This year, however, the behaviour of economies seems much less uniform....

  • Pros and Cons of buying a business using a SIPP or SSAS

    19 June 2018

    Jeff Steedman, head of Business Development, XPS Group SIPP & SSAS, looks at the process and the pros and cons involved in a client buying a business using their SIPP or SSAS. Business owners seeking to expand often spot opportunities to buy a rival firm or enter into a new market.  Small and medium sized companies...


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Technical Insight Seminar – 5 speaker take-aways

We asked five of our presenters what they would most like paraplanners to take away from their sessions at...

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