February 2018
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Latest - RETIREMENT PLANNING

  • 5 areas pensions policymakers need to address

    18 December 2017

    Andy Bell, chief executive of AJ Bell, outlines five areas of the pension system that he feels policymakers need to address in 2018: 1. Are pension death benefits too generous? All the talk and speculation around how to reduce the costs of pensions to the Government focuses on pension tax relief. I think this...

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  • Stark survey figures highlight pension savings gap

    12 December 2017

    Non-retired UK investors are currently saving an average of 11.3% of their income specifically for retirement according to the annual Schroders Global Investor Study. The study, which surveyed over 22,000 investors globally, including over 1,100 in the UK, found that non-retired UK investors are saving a higher proportion of their income for retirement than...

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  • LTC self-funders pay 40% more as care homes seek to close funding gap

    10 December 2017

    UK care homes are facing a unsustainable £1 billion a year funding shortfall as a result of councils not paying enough money, according to the findings by The Competition and Markets Authority (CMA) report. The report found that many care homes were charging self-paying residents higher fees to compensate for the funding gap. On...

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  • Top 3 client challenges according to financial advisers

    7 December 2017

      New research from Aegon UK reveals the top three challenges facing financial advisers’ clients are understanding all the options available for them to invest their money, how to create a retirement income, and saving for retirement. According to the ‘Adviser Attitudes Report: a spotlight on advisers’ clients’, 70% of advisers see navigating investment...

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  • Standard Life launches cashflow modelling tool

    7 December 2017

    Standard Life has launched a cashflow modelling tool for users of its Wrap. The tool will enable paraplanners and advisers to illustrate real time and future financial events to support the advice process pre and post retirement. The tool is a collaboration between Standard Life Wrap and Focus Solutions, and is described as “data-light”,...

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  • Suitability: Pension transfers for death benefit reasons

    4 December 2017

    ATEB Consulting’s Steve Bailey shares an expert view and ATEB’s own experience and perspective as a compliance consultant, on this common reason for transferring out of a pension scheme.    The possibility of leaving funds to the next generation is often one of the reasons given in a suitability report for an individual wishing to...

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  • Cost of social care issues are set to escalate

    3 December 2017

    While a social care green paper will be published by summer 2018, Rachael Griffin, tax and financial planning expert at Old Mutual Wealth asks whether it will offer enough to tackle a growing financial problem for this and future generations? The Government recently set the record straight on the social care green paper, outlining...

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  • DECEMBER 2017 ISSUE OUT NOW!

    29 November 2017

    Welcome to the December 2017 issue of Professional Paraplanner – our final issue of the year. We have a cracker of an issue for you. CLICK HERE to read the digital version. Within its pages are: Paraplanner profile Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law...

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