May 2018
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Watch this year’s bounce in the buck

    15 May 2018

    The fluctuation in the US dollar potentially has huge implications for a range of asset classes, says Russ Mould, investment director, AJ Bell. The American politician and one-time Treasury Secretary John Connally once remarked to his country’s trading partners (and rivals) that “The dollar is our currency, but it’s your problem” and this year’s...

    READ ARTICLE
  • 1 in 10 over-55s fear they have been scamming target

    15 May 2018

    Nearly one in 10 over-55s worry they’ve been targeted by suspected scammers since the introduction of the pension freedoms three years ago, but many are unaware how to report it, according to new research by Prudential.  The study found that 9% of over-55s had been approached about their pension funds by people they now...

    READ ARTICLE
  • Green bonds evolution gathers pace

    15 May 2018

    Green bonds have matured to become an asset class in their own right, says Benjamin Matthews, manager of Heartwood’s Sustainable strategies The green bond market – which marked its tenth anniversary in 2017 – is a key component in sustainable financing. It enables companies to tap the growing pool of cash that is looking...

    READ ARTICLE
  • Standard Life unveils development plans for Wrap and Elevate platforms

    14 May 2018

    Standard Life has unveiled new development plans for its Wrap and Elevate platforms, which it says are designed to strengthen and improve the support and end-to-end experience the platforms offer advisers and their clients. Standard Life said the Wrap platform will continue to focus its enhancements on the tailoring and presentation of holistic financial...

    READ ARTICLE
  • DFMs must do more to impress advisers, survey finds

    14 May 2018

    Defaqto’s latest DFM service satisfaction survey has revealed that discretionary managers must do more to impress advisers, with just five out of 14 categories exceeding expectations. The survey, which asked advisers to rate DFM providers in relation to the importance of 14 categories, showed that selecting a Managed Portfolio Service (MPS) through a platform...

    READ ARTICLE
  • Rory Percival tackles suitability reports at our Birmingham Seminar this week

    13 May 2018

    Rory Percival will be at our Birmingham Technical Insight Seminar on Wednesday 16 May tackling the issues around writing compliant, FCA-friendly suitability reports. (Limited space remain) BOOK HERE for our Birmingham event. Our events are free for paraplanners. Rory is a well-known figure in the industry, both for his role as technical specialist for the...

    READ ARTICLE
  • 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...

    READ ARTICLE
  • Transfer values dip again

    10 May 2018

    Pension transfer values as measured by the Xafinity Transfer Value Index fell during April 2018. The index was £235,000 at the end of March and £232,000 at the end of April. The difference between maximum and minimum readings of the Xafinity Transfer Value Index over April 2018 was £6,700 (or around 2.9%). Over the...

    READ ARTICLE