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  • TDQ: Test your Knowledge Answers

    2 August 2018

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Here are the answers to this month’s TDQ: Test Your Knowledge questions which we posed yesterday, provided by Brand Financial Training....

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  • Where to find the next generation of ‘dividend heroes’?

    1 August 2018

    People who invested in “dividend hero” companies 10 years will be reaping the rewards, with one stock rising as much as 48%, according to analysis by AJ Bell. Russ Mould, investment director, AJ Bell, said: “We often take dividend yield as a snapshot, looking at investors buying the stock at today’s price. However, investing...

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  • TDQ: Test your knowledge – QUESTIONS

    1 August 2018

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • DB transfers advice: tackling income sustainability

    1 August 2018

    DB transfer advice has much in common with drawdown advice but with a fundamental difference, says Alastair Black, head of Financial Planning Propositions, Adviser & Wealth Management Propositions, Standard Life There’s no doubt that pension freedoms has changed the retirement landscape, reigniting public interest in pensions and fuelling a wholesale move away from annuities to...

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  • 5 good business and leisure reads recommended by paraplanners

    31 July 2018

    In our last Parameters survey we asked paraplanners to name the business and non-business book they would recommend to their peers to read over the summer. There were some interesting responses – it seems that paraplanners are voracious readers with eclectic tastes. We also asked you how you tend to read books – electronic,...

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  • The importance of trust in the client relationship

    31 July 2018

    Building trust with clients is essential to providing the credibility that underpins long term relationships. Rathbones’ head of sales support James Goward notes that it’s increasingly hard to know what your clients can trust in an age of fake news, especially when it comes to online content. Where can they turn for good advice,...

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  • Calls for reform of tax relief on pensions, the LISA and triple lock

    30 July 2018

    A ‘fundamental reform’ of pensions tax relief is needed with widespread acknowledgment that the current system is not an effective or well-targeted way of incentivising people to save into pensions, a new report by the Treasury Committee has found. In the Household finances: income, saving and debt report, the Committee said the government should give...

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  • Intervention needed to help understanding of pension freedoms choices

    30 July 2018

    The Treasury Select Committee has warned over the current level of consumer engagement and understanding of the pension freedom choices available to them. Since the introduction of the pension freedoms three years ago, 1.5 million defined contribution pension pots have been accessed. Of these, 72% belonged to customers below the age of 65, and...

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