May 2018
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Latest - RETIREMENT PLANNING

  • FSCS ‘best practice’ proposal gets provider backing

    20 March 2018

    Aegon has backed the development of ‘best practice’ communications material by the Financial Services Compensation Scheme (FSCS) to provide consumers with a better understanding of the protection the scheme offers. The pension specialist said an industry best practice standard will create “greater consumer confidence” in retirement products and advice. Aegon’s support follows the results...

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  • Technical: Effects of the reduction in the dividend allowance

    19 March 2018

    Kim Jarvis, technical manager, Canada Life looks at what the reduction in the dividend allowance from April 6 will mean for clients. It was announced in the 2017 Spring budget that the tax-free dividend allowance, which was introduced at a level of £5,000 in 2016/17, will be reduced to £2,000 from April 2018.  The...

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  • Technical: RNRB downsizing addition case studies

    15 March 2018

    The Residence Nil Rate Band keeps on helping – even after downsizing. Canada Life’s Kim Jarvis explains.  In addition to the standard nil rate band (£325,000), from 6 April 2017 each person is entitled to a residence nil rate band (RNRB) to use against the value of their home if it is left to direct...

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  • CISI survey finds confidence in UK economy is rising

    13 March 2018

    Financial services profession’s confidence in UK economic outlook is on the up, says CISI. The financial services profession’s confidence in the UK’s economic prospects has improved over the last 12 months, according to the latest Chartered Institute for Securities & Investment (CISI) survey. The CISI, the 45,000 strong professional body for those working in...

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  • Spring Statement gets mixed response

    13 March 2018

    The Chancellor’s Spring Statement was met with mixed response from industry experts, with little in the way of new or unexpected policy announcements. The Chancellor used today’s Statement as an opportunity to unveil stronger economic growth, forecast to be 1.5% in 2018, up 0.1% on the previous projection. He also said the Office for...

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  • Grandparents increasingly help time and money strapped younger generations

    8 March 2018

    Grandparents are increasingly supporting their grandchildren with time and money, according to the latest Saga Populus poll. The poll, taken across 5,671 grandparents over the age of 50, found almost half of younger grandparents take care of their grandchildren every week. No longer tied by work commitments, one in 10 grandparents said they were...

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  • Technical Insight Seminars 2018 – Q&A, Paul Squirrell

    8 March 2018

    In this quickfire Q&A, Paul Squirrell, national pension sales manager at Fidelity FundsNetwork tells Rob Kingsbury how the company is supporting paraplanning and what he likes best when presenting to paraplanners. 1. How do you see the role of paraplanners in the financial planning market and going forward? Paraplanning has really risen to the...

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  • Cost of divorce felt well into retirement, survey finds

    1 March 2018

    Divorcees set to retire in 2018 can expect a yearly income of nearly £4,000 lower than those who’ve never divorced, new research from Prudential has shown. Prudential’s annual study, Class of 2018, found expected annual retirement income for those who previously been divorced is £17,600, compared with £21,400 for those who have never experienced a marriage...

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