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  • Review could cause consumer confusion and difficulties for the SIPP sector

    11 September 2018

    The final report on the Retirement Outcomes Review (ROR) could cause consumer confusion and difficulties for the SIPP sector, warns Elaine Turtle, director, DP Pensions This summer the Financial Conduct Authority (FCA) published it’s final report on the Retirement Outcomes Review (MS16/1.3) in response to July 2017’s Interim Report MS16/1.2. Accompanying the final report...

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  • Are growth stocks now overvalued?

    11 September 2018

    David Jane, manager of Miton’s multi-asset fund range, looks at the figures and takes view. In all big stories, the reality is often more nuanced than headlines suggest and the growth versus value debate is no different. It’s true that growth stocks have recently outperformed by a considerable degree and this had led to...

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  • 4 ways to fall back in love with LISA

    10 September 2018

    With pension tax relief up for review in Philip Hammond’s Autumn Statement, Charlene Young, technical resources consultant at AJ Bell, looks at how the much-maligned Lifetime ISA (LISA) could be used to top up retirement savings or meet investment objectives for younger clients and their family members. There are four main scenarios where it...

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  • Engagement and education key to good retirement outcomes

    10 September 2018

    Wealth management group Quilter has called for the government to focus on engagement and education in addition to transparency in its latest inquiry into pension costs and transparency. In response to the Treasury Committee’s inquiry, Quilter said the best way for people to achieve value for money is through face-to-face financial advice, with its own...

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  • ISA saving dips to lowest since turn of century

    10 September 2018

    The popularity of ISAs declined over the past year, however the amount people are choosing to save has risen, the latest government statistics have shown. The number of people using ISAs in 2017-18 fell to its lowest level since the 1999-2000 tax year, following a similar drop during the previous tax year. The figures...

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  • New series of paraplanner technical webinars from Canada Life

    9 September 2018

    Following on from the massively successful spring Paraplanners Academy webinars produced for Professional Paraplanner readers, Canada Life’s technical team is launching a series of new webinars specifically designed to answer the most common and difficult questions facing paraplanners. Illustrated with real life examples, the new webinar series looks in-depth at gift and loan trusts, the...

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  • Millennials want ‘confusing’ pensions explained in the workplace

    9 September 2018

    Millennials would like to see their employer offer more support around pensions, with nearly a quarter admitting to finding pension rules confusing, according to new research from Prudential.  Prudential’s study found nearly seven out of 10 (69%) of under-35s are saving into a pension either through work or in a personal scheme, but over...

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  • Rory Percival provides insight into FCA thinking on Defined Benefit Transfers suitability

    7 September 2018

    Defined benefit (DB) transfers remain topical and the Financial Conduct Authority (FCA) continue to find problems in this market. Rory Percival provides an update on the policy developments and the FCA’s thinking. The FCA introduced new rules and guidance in its Policy Statement in March 2018 and has also included further assessing suitability guidance...

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