May 2018
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Latest - RETIREMENT PLANNING

  • 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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  • 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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  • 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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  • Defaqto and Prudential publish guide to drawdown

    18 April 2018

    Financial information group Defaqto has teamed up with Prudential to launch its 2018-19 guide to drawdown. With pension freedoms thrusting drawdown into the spotlight, Defaqto said its structured guide provides advisers with all they need to know when advising on drawdown. The guide explains the death benefit options and their impact on advice, outlines...

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  • How pension freedoms overtaxing works

    16 April 2018

    A growing number of pension savers withdrawing cash under the pensions freedoms are being over-taxed and the start of the new tax year is the worst time fall into this trap. As the pension freedoms celebrate their three year anniversary, savers planning to make ad-hoc pension withdrawals in the new tax year risk being overtaxed...

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  • Technical: Divorce Bill, financial planning and the silver divorcee

    12 April 2018

    Clare Moffat, senior technical manager, Prudential, looks at the divorce (Financial Provision) Bill and how it may affect clients’ financial plans and in particular, the ‘silver’ divorcee. The Divorce (Financial Provision) Bill passed through its second reading in the House of Lords in January 2017. No date has yet been set for Committee stage...

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