September 2017
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  • Redmill Advance prize draw

    19 September 2017

    Congratulations to the 10 winners of the Professional Paraplanner and Redmill Advance prize draw. The draw, which closed on Friday, was to win one of the 11 courses that are being offered by Redmill Advance from its range of RO and AF training courses. Winners will receive access to the RO or AF training course of...

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  • Retirement saving – compulsion inevitable says 7IM

    19 September 2017

    Seven Investment Management warned that more must be done to encourage people to save sufficiently, effectively and sooner for retirement and that the UK is on an educational journey that must end with compulsion. Justin Urquhart Stewart, co-founder and head of Corporate Development 7IM (pictured), says: “The regulator is understandably concerned about the options and...

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  • Pensions need dose of reality

    19 September 2017

    Matthew Phillips, managing director at Thomas Miller Investment, says the industry should focus on highlighting the importance, simplicity and flexibility of pensions to encourage clients to save. People need to recognise the crucial role pensions play in enabling them to retire, and start by making small contributions, Phillips says. “Lots of people knock pensions. In recent...

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  • Know a local charity that needs funding? Aviva could help

    18 September 2017

    Insurance giant Aviva has launched its 2017 Aviva Community Fund for a third year running, offering funding to inspirational causes across the UK. The competition invites members of the local community and advisers to submit an idea that will make a difference to a local group or charity, with funding ranging between £1,000 –...

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  • Should the age at which pensions freedoms apply stay at 55?

    18 September 2017

    What we will see going forward? Will the Government raise the age in line with the State Pensionable age? Should people be retiring at age 55? Steven Cameron, pensions director takes a view. The pension freedoms have proved very popular since they were introduced 2 years ago, with an increasing number of people choosing...

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  • Pension Annual Allowance: ‘Scheme Pays’ key dates

    17 September 2017

    Mike Morrison, head of platform technical at AJ Bell, examines Scheme Pays, the options and the key dates of which paraplanners should be aware. It has been six years now since ‘Scheme Pays’ was first introduced and it brought with it much needed flexibility by allowing pension scheme members to pay their annual allowance...

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  • UK investors among most upbeat in Europe despite Brexit

    17 September 2017

    UK investors remain optimistic in their outlook, despite concerns over Brexit and record low interest rates, new research from Legg Mason Global Asset Management has revealed. A survey by the asset manager found that half of UK investors felt “somewhat optimistic” about the returns their investments could achieve over the next 12 months, while...

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  • 7IM and Distribution Technology launch 3 Risk Targeted passive portfolios

    14 September 2017

    Seven Investment Management (7IM) has joined forces with Distribution Technology to launch three new passive UCITS funds, under the latter’s Dynamic Planner brand. The funds will sit as part of the Dynamic Planner Risk Targeted Managed range, using their asset allocation to the Dynamic Planner risk profiles. The low-cost funds will be managed by...

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