September 2017
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  • September Issue out now

    31 August 2017

    IN THIS ISSUE: Click here to view the digital edition Paraplanner Profile Caroline Stuart tells Rob Kingsbury what her role as head of Technical Solutions at DB Wood entails, how she thinks paraplanning will progress as a profession, and why she is the host at this year’s national Paraplanners’ Powwow Day in the Life...

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  • Potential UK State Pension issues for UK citizens working in EU post Brexit

    30 August 2017

    Aegon has highlighted how important successful Brexit negotiations could be for those who have worked elsewhere in the EU for long periods, and so don’t have the 10 years of UK National Insurance contributions which would give them pro-rata entitlement to a UK pension. The assurer cites new research briefing in the House of Commons...

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  • MiFID II and PRIIPs mean we are all going to need more training

    29 August 2017

    With new regulations and legislation on the horizon, financial planning firms need to ensure their planners and paraplanners receive suitable training and continuous professional development, writes Jamie Evans, business development manager, 7IM The latest Adviser Market research report by Platforum highlights some interesting trends in the financial planning industry. Aside from the usual statistics...

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  • Canada Life Group to acquire Retirement Advantage

    29 August 2017

    Canada Life Group has reached an agreement to acquire Retirement Advantage. The transaction, terms of which were not disclosed, is expected to close in the fourth quarter of 2017. Retirement Advantage has roots dating back to 1852. In 2015, the business rebranded and started trading as Retirement Advantage following the merging of the retirement income and...

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  • Qualifications and training – upskilling online can help close the advice gap

    28 August 2017

    The industry needs new advisers and paraplanners to fill the skills gaps in the advisory market. One way to achieve that could be through online training and qualification courses that engage with the way people actually want to learn, says David Tait of Redmill Advance. Over the past couple of decades, the number of...

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  • Currency risk: Watch out for the cross-currents

    28 August 2017

    Anthony Rayner, manager of Miton’s multi-asset fund range, looks at the current trends in currency and how they can affect asset allocation Currencies are an asset class which tends to be volatile, and one which our funds are exposed to, as they’re global multi asset funds. We look to ensure that currency risk doesn’t dominate...

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  • Real life case study: Property in SIPP

    24 August 2017

    Elaine Turtle, Director, DP Pensions, describes a situation where a client’s proposed property purchase for his SIPP was hit by a legislative snag and how it was finally resolved. Some time ago we had a situation on a property case that you don’t see very often. An adviser we know well, Joe, came to us with...

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  • Pensions cold calling ban welcomed but more urgency needed to implement it

    24 August 2017

    The Department for Work and Pensions and HM Treasury has confirmed in the Pension Scams: Consultation Response that the government will be proceeding with a ban on cold calling. However, no clear timetable was announced which has led to calls for more urgency from government to get the ban in place. Guy Opperman, minister for pensions...

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