November 2017


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  • How to make the LISA better

    16 August 2017

    Scottish Friendly has put forward a 6-point plan to correct the flaws it sees in the Lifetime ISA Scottish Friendly has outlined a series of recommendations to enhance the Lifetime Isa (LISA) and help it achieve its potential. The Glasgow based financial mutual has called on the Government to reform the product to ensure...

  • Pension transfer values ‘fairly stable’ compared to Q2

    16 August 2017

    Xafinity has reported that its measure of the value of Defined Benefit  transfers – as indicated by the Xafinity Transfer Value Index – stayed relatively stable in July, falling by less than 1% from £232,000 at the beginning to £230,000 at the end of the month. The difference between maximum and minimum readings of...

  • Student debt is burdening parents as well – something has to give

    15 August 2017

    Let’s give university students a chance to reap the rewards of all that revision – not bludgeon them with it, says Seven Investment Management co-founder Justin Urquhart-Stewart Students are soon set to see the results of their A Level examinations and move on to the next stage in their lives. But I wonder if...

  • Planning for death should be part of every review meeting

    14 August 2017

    Mike Morrison, head of Platform Technical, AJ Bell, looks at ONS figures and how they may affect pre- and a post- age 75 financial plans In theory, pensions are to provide you with an income for the rest of your life. In practice, many people look forward and plan to leave as much as...

  • Long Term Care – creating drawdown alternatives

    9 August 2017

    Thinking about old age can be stressful. Surveys suggest people are more fearful of being put in a care home than they are of death. Funding directly from assets is a viable option that can help alleviate people’s anxiety, says James Goward, Rathbones head of Sales Support. Less than half of UK homeowners under...

  • DB Pension Transfers – The Value of Doing Nothing

    31 July 2017

    I’m not known for quoting the great British philosophers, but Pooh Bear once said, “Don’t underestimate the value of doing nothing.” Without doubt, occupational transfers are risky business and the riskiest occupational transfer of all has to be when a brand-new client tells you they want to transfer their DB scheme. Just what do...

  • Too little, too late – is UK pensions saving facing a climate change scenario?

    27 July 2017

    In his regular column for Professional Paraplanner, Mike Morrison, head of Platform Technical, AJ Bell, looks at the latest facts and figures and the current and future implications of our savings rate and returns on investment. A few weeks ago we had a Report from the OECD on pensions in the UK (‘Pension Funds...

  • Switching multi-member SIPPs

    19 July 2017

    Nigel Bennett, sales and marketing director at InvestAcc, talks about the increasing number of established professional firms who are reviewing their pension arrangements, switching to new SIPPs and transferring commercial property from legacy plans. Recently, there has been a pronounced spike in enquiries for multi-member SIPP arrangements, where a review of their existing scheme...