September 2017
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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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  • Utmost Wealth launch capital redemption option

    14 September 2017

    Utmost Wealth Solutions has continued its development with the launch of a capital redemption option on its Dublin-based Delegation and Selection bonds. This enhancement complements the capital redemption option that is already available on the Group’s Isle of Man-based portfolio. The addition to the Dublin offering comes just three months after the launch of...

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  • Technology-based investments – is history about to repeat itself?

    13 September 2017

    There are some worrying signs, says Ben Preston, analyst at Orbis Investments, but this is where a contrarian approach comes in, assessing businesses on their own merits. From a top-down perspective, the prolonged outperformance of certain technology-focused companies has begun to raise eyebrows among those of us with first-hand experience of the inflation, and...

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  • Rory Percival publishes guide to risk profiling tools

    13 September 2017

    Rory Percival has published his much awaited report on the capabilities of the major risk profiling tools in the market and raised concerns around the tools’ limitations and “significant differences” in mapping asset allocation. Rory Percival has published his new report – An ex-regulator’s guide to risk proofing tools – as an independent follow up to the concerns raised by the...

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  • Have you completed our latest Parameters Survey?

    13 September 2017

    Call out to our readers to complete our latest Parameters Survey Thank you to everyone who has completed this month’s Parameters Survey. If anyone has yet to do so, the deadline is close of play on Friday. The latest survey focusses on 1. DB Pensions Transfer 2. Questions from paraplanners about their role in the...

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  • Paraplanner feedback on our Technical Insight Seminars

    13 September 2017

    Professional Paraplanner’s autumn Technical Insight Seminars kicked off in style in Edinburgh and we have Manchester and Bristol lined up for October and November.  Attendance at the Seminars is free for paraplanners. If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case...

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