May 2018
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Latest - PENSIONS

  • 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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  • SIPP/SSAS provider Talbot and Muir adds online functionality

    23 April 2018

    SIPP and SSAS specialist Talbot and Muir has unveiled a suite of website upgrades to provide advisers with better functionality. These include improved online applications, including expanded data entry and validation; additional data feeds from fund managers; video guides to assist with online applications; updated technical content; improved navigation and additional due diligence information...

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  • FAMR failing to close ‘advice gap’

    22 April 2018

    While the majority of advisers support the Financial Advice Market Review (FAMR) measures in theory, there is scepticism around the impact they’re having on the advice gap, according to a new survey by Aegon. The survey by the savings and investment provider found just one in seven (14%) of advisers felt the measures arising...

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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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  • Lower inflation not beneficial for all

    19 April 2018

    UK inflation fell to 2.5% in March, marking its lowest rate in a year, according to the Office for National Statistics. However, while generally welcomed, not everyone will benefit, as industry commentators pointed out.   Inflation fell from 2.7% in February after prices for women’s clothing grew at a slower pace than in 2017....

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  • Pensions Dashboard could face requests from 15 million consumers

    18 April 2018

    Origo has calculated that the Pensions Dashboard could be used by up to 15 million consumers. Accordingly, the infrastructure underpinning the Pensions Dashboard must be built from the outset to support significant volumes of consumers from day one, cope with peaks and troughs in usage and scale to the target of 15 million consumers,...

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