May 2018
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  • TDQ: Test Your Knowledge (May 2018 issue)

    26 April 2018

    Professional Paraplanner has teamed up with key training and exam support providers to help you in your training, development and qualifications. Here are the answers to this month’s TDQ: Test Your Knowledge questions, published in the May 2018 issue of Professional Paraplanner.   B CII R01 Study Text Chapter 5:2 A CII R02 Study...

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  • TDQ: Test your knowledge – questions (May 2018 issue)

    26 April 2018

    Professional Paraplanner has teamed up with key training and exam support providers to help you in your training, development and qualifications. Here are this month’s TDQ: Test Your Knowledge questions, published in the May issue of Professional Paraplanner.   These  questions relate to examinable Tax year 17/18, examinable by the CII until 31 August...

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  • Key points from the FCA Sector Views 2018 document

    24 April 2018

    The FCA published its 2018 Sector Views with a clear focus on client value, says ATEB Consulting’s Steve Bailey, who picks out key messages relating to Pensions and Investments. The FCA’s 2018 Sector Views has a clearly stated intention to focus on charges and client value and this is entirely consistent with what the FCA have...

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  • Markets are right to be pricing the risks of trade wars

    24 April 2018

    James Bateman, CIO, Multi Asset, Fidelity International assesses the short and long term risks of trade tensions and says it is possible we will see another move down in markets. Trade tensions between the US and China have been at the forefront of investors’ minds in recent weeks. Both sides have engaged in a war...

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  • Outsourced investment grows over in-house managed portfolios

    23 April 2018

    A growing number of advisers are outsourcing investment management, new research by Aegon has found. According to the data, multi-asset funds and model portfolios built using external knowledge now account for over 55% of assets. The most popular form of outsourcing is use of multi-asset funds, favoured by 29% of those who outsource, up...

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  • Top countries for clients working abroad 

    22 April 2018

    As the countdown to Brexit begins, independent financial group Forth Capital said data has shown that between 4.5 and 5.5 million Britons live abroad, with top destinations proving to be fellow English-speaking countries. Australia, the US, Canada and New Zealand are all in the top five destinations for the 8% of the nation choosing...

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  • 5 minutes with… Andrew Pike, NS&I

    22 April 2018

    NS&I is a well known savings and investments brand in the UK but how much do you actually know about what they offer? Ahead of the Technical Insight Seminars where Andrew Pike, head of Intermediary Relationships, NS&I will be presenting at selected venues, we asked him to provide some insight into the Treasury-backed provider. ...

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  • How investors can affect plastic reduction

    19 April 2018

    Investors with a focus on sustainability can help reduce plastic pollution, says Claudia Quiroz, investment director and lead investment manager for Quilter Cheviot’s Climate Assets Fund This year’s Earth Day is focussed on ending plastic pollution; with a million plastic bottles purchases every minute around the world, and estimates suggesting an increase of 20%...

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