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Latest - RETIREMENT PLANNING

  • Focus Solutions launches cashflow planning tool

    3 June 2018

    Adviser software provider Focus Solutions has introduced a new cashflow planning tool, using Moody’s Analytics to build in more informed growth rates. The firm described Now:Plan Cash Flow 2.0 as an interactive, digital cashflow modeller, designed with ease of use and functionality in mind. The new tool will enable advisers and paraplanners to outline...

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  • June Issue OUT NOW

    3 June 2018

    For this issue’s Paraplanner Profile editor Rob Kingsbury talked to Sarika Dhanjal, Paraplanning Team Manager at Tenet, about her role, how the team operates and the business’ new outsourced service. Click here to access. See the accompanying video too, where Sarika discusses how her role differs from the norm, in that although she is...

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  • Insistent clients – why we don’t agree with PFS view

    30 May 2018

    ATEB’s Steve Bailey explains where the firm does not agree with the PFS guide in respect of insistent clients. The PFS recently updated its Good Practice Guide on Defined Benefit Pension Transfers. It is very straightforward and the good practice guidance it gives is pretty much a reiteration of the FCA views on the various...

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  • Increase in people seeking advice but still ‘worryingly low’

    30 May 2018

    The number of people seeking financial advice is on the increase, but overall numbers continue to remain worryingly low, says Aegon. A recent survey by the pension provider found that 10% of people currently consult a financial adviser about their finances, up 25% on the previous survey. However, the majority (47%) reported making financial...

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  • Issue flagged with expression of wishes and death benefits in drawdown

    20 May 2018

    The rules surrounding death benefits in drawdown could leave beneficiaries confused and unable to access drawdown, Curtis Banks Group has warned. Since the introduction of the pension freedoms three years ago, drawdown has grown in popularity. However, should the pension holder die before the age of 75 whilst in drawdown, the current rules allow...

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  • Retirement plans pushed back by State Pension changes

    20 May 2018

    Nearly two million people will retire many years later than planned or with less income than anticipated as a result of changes to the State Pension age, with women’s plans more effected than men, according to new research by Retirement Advantage.  The retirement income provider said that two thirds (66%) of people aged 50...

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  • 7IM launches own brand SIPP

    17 May 2018

    Seven Investment Management has ventured into the pensions market with the launch of a new SIPP.  The SIPP offers a range of standard investments including: Bonds; cash; cash funds; exchange traded products; government and local authority bonds and other fixed interest stocks; investment notes (structured products); managed pension funds; permanent interest bearing shares; real...

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  • Technical – SIPP providers’ asset acceptance procedures – commercial land

    13 May 2018

    Martin Tilley, director of Technical Services, Dentons Pension Management, looks at where proposals to add commercial land to a SIPP are more likely to be accepted. SIPP providers’ asset acceptance procedures have been under the spotlight in the recent past and whilst it is generally considered that these processes apply to the more esoteric...

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