February 2018
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  • ‘Real action’ needed to strengthen pension schemes’ position

    31 January 2018

    In the aftermath of the Carillion collapse, pensions consultancy Xafinity Punter Southall has warned that a move to force companies to insure pension pots would cost over £700bn and instead, what is needed is ‘real action’ by government. Following comments by Prime Minister Theresa May that the position of pensions must be strengthened, Xafinity...

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  • Q&A: 5 minutes with…

    31 January 2018

    In a quick-fire Q&A, Brooks Macdonald’s Director of Business Development, Andrew Denham-Davis, tells Rob Kingsbury how the discretionary fund manager sees the paraplanning profession developing and why the firm is keen to provide support resources for paraplanners. How do you see the role of paraplanners in the financial planning market now and going forward? ...

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  • Why female clients’ pensions saving needs more attention

    30 January 2018

    Women are significantly lagging behind men in the pension stakes, which will result in them being considerably worse off in retirement, new research by Aegon has found. A combination of the gender pay gap and time spent out of the workplace to raise children and act as caregivers means women build up considerably smaller...

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  • Paraplanner Pointers: Client meetings

    30 January 2018

    This Paraplanner Pointers reports on a discussion amongst paraplanners regarding their involvement in client meetings and what impact it has on the way they work. One of the ongoing debates in financial planning firms is whether paraplanners should be part of client meetings. While some firms see paraplanner involvement as essential to delivering a...

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  • Investec Structured Products launches 8:8 Plan

    30 January 2018

    Investec Structured Products has collaborated with Lowes Financial Management to launch a new offering to the market, the 8:8 Plan.  The 8-year maximum term investment, offers the potential of 3.75% return for every six months held (7.5% per annum) from the second anniversary, provided the FTSE 100 Index is no more than 8% down...

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  • AKG publishes analysis of 72 with profits funds

    29 January 2018

    AKG has launched its 2017 UK Life Office With Profits Reports, designed to help adviser firms and providers assess specific with profits funds. The reports contain analysis and assessments of 185 sub-funds within 72 funds across 26 firms that were active in the UK market at the end of December 2017. AKG said the...

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  • 7IM moves to active strategy now “easy money” made

    29 January 2018

    Seven Investment Management (7IM) has significantly increased its exposure to active management across its multi-manager fund range, noting that much of the “easy money” may have been made as we approach the bull market’s tenth year.  7IM previously trimmed its active management exposure in 2016 in favour of passives, but chief investment officer Ian...

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  • Innovative ISA launched aimed at film and entertainment

    29 January 2018

    Fyzz ISA offers investors into independent films up to 5% pa over 6o month term. Savings have been given an injection of glamour with the launch of an innovative finance ISA specialising in funding films and entertainment projects. The Fyzz ISA will allow UK savers to invest anywhere between £2,000 and £20,000 per year...

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