September Issue


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  • Old Mutual Wealth puts protection products on UnderwriteMe platform

    14 September 2016

    Old Mutual Wealth has joined the UnderwriteMe quote comparison service, providing online access to fully underwritten quotes for its protection offering, Protect. The UnderwriteMe provides an alternative to the practice of submitting multiple applications for a client at one time by having the adviser to complete a full medical question set for the client. That...

  • Case study: Nice DB pension surprise but LTA headache

    12 September 2016

    In this case study, Paul Darvill, director, Talbot and Muir, examines the issue of a client discovering the dilemma of a forgotten about DB pension that will take him over his Lifetime Allowance. Peter has a defined benefit pension that he built up many years ago, he worked at the firm for only a...

  • Taking action on later life care

    15 April 2016

    Should more forethought be being given to later life planning by clients and the public in general? Is making a case for later life planning becoming urgent? This could be seen as a rhetorical question because with an extra three million people aged 65 or over living in the UK today than there were...

  • Update on LTA protection interim applications April – July 2016

    29 February 2016

    Since David Trenner, technical director, Intelligent Pensions, wrote his article on the Lifetime Allowance and the post April interim process for LTA protection for this issue of Professional Paraplanner, HMRC has issued newsletter 76, which has clarified how the process will work. The following expands on David’s article published on page 23 of the...

  • Technical Insight seminars return – Register now

    26 February 2016

    They’re back! Professional Paraplanner is delighted to announce that our Technical Insight seminars return this summer, following a resounding thumbs up from paraplanners to last year’s event. The seminars will give paraplanners the opportunity to hear from expert presenters, who will tackle a range of topics relevant to paraplanners’ day-to-day roles. The first event...

  • Cashflow forecasting – not an exact science

    16 November 2015

    In his monthly article for the Professional Paraplanner, Dan Atkinson, senior technical consultant with EQ Investors, looks at using cashflow modelling, particularly in client meetings. This month I wanted to highlight a couple of benefits that I have found running through cashflow modelling with clients. I’m not going to go into too much depth, but...

  • Professional Paraplanner 60-second Budget overview

    8 July 2015

    Today’s Summer Budget from Chancellor of The Exchequer George Osborne lived up to expectations as the first Budget of a new Government with a full parliament ahead of it. Here we outline key points arising from the Budget affecting the work of paraplanners. Pensions: The Chancellor announced a green paper on pensions tax relief. This will look at...

  • Lifetime Allowance

    31 May 2015

    Claire Trott, head of Technical Support at Talbot & Muir examines what protection is available against the far from simple rules governing the lifetime allowance The lifetime allowance (LTA) was first introduced along with the pension simplification reforms back in 2006, in theory to put everyone in the same position when it comes to...