March 2018


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  • NS&I launches new phone services for financial advice firms

    6 March 2018

    NS&I has launched new services for financial advice firms via its Adviser Helpline. These provide advisory firms with access to information on their clients’ NS&I holdings via the phone and are intended to significantly speed up the process of working with NS&I. The new services available via the NS&I Adviser Helpline are: Speed of...

  • Expect a bumpy market ride

    4 March 2018

    Markets will remain volatile as the battle between the real world and computers continues, says David Jane, manager of Miton’s multi-asset fund range. Until early February, the market had been on a consistent upward trend with barely a wobble since the mid part of 2016. In fact, it had gone on for so long...

  • Calculating multiple chargeable event gains

    28 February 2018

    Kim Jarvis, technical manager, Canada Life looks at multiple chargeable event gains and the simple calculations you need to know. It’s widely known that chargeable event gains arising on life assurance policies, capital redemption policies and purchased life annuities are subject to income tax. Most paraplanners will also understand the chargeable gain calculation where...

  • Is there a way to build a perfect portfolio?

    28 February 2018

    No there isn’t, so how does a money manager prove they are creating value? Richard Philbin chief investment officer at Wellian Investment Solutions shares the way he and his team go about building their portfolios. There are literally tens of thousands of regulated funds out there for a UK based investor to invest in. These funds are...

  • AJ Bell adds a higher-risk portfolio to its Managed Portfolio Service

    27 February 2018

    AJ Bell has added a 100% equity, DP risk level 8 portfolio to its Managed Portfolio Service (MPS).  The new Global Growth portfolio provides investors with 100% equity exposure to global markets with a focus on faster growth asset classes such as emerging markets, Asia and global technology. In tandem with the rest of the...

  • Technology has helped industry ‘tell the truth’, says Nucleus’ Ferguson

    25 February 2018

    Nucleus CEO David Ferguson says when reviewing the impact of technology on financial services, the focus should be upon how it has transformed transparency, rather than the way it has altered the interaction between customers and companies. Addressing advisers at Nucleus’ annual conference, ‘Disruption 2018’, Ferguson said talking about “mobile, apps and uberisation misses...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • AJ Bell launches active mirror to passive portfolios

    21 February 2018

    AJ Bell has launched a range of six active portfolios, mirroring its current passive managed portfolio service. The range, which is available via the AJ Bell Investcentre platform, will offer advisers greater flexibility to meet differing client needs, the firm said. Although the vast majority of underlying investments will be active funds, AJ Bell...