OCTOBER 2019
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  • DB pension schemes looking to bring in IFAs to help with ‘freedoms’

    22 October 2019

    Over a third of defined benefit pension schemes have appointed or are considering appointing an adviser to help their members better navigate the pension freedoms, according to XPS Pensions Group. Research published by the pensions group found an increasing number of trustees and sponsors are looking to provide more support to help their members...

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  • Techniques to improve your productivity: 2

    22 October 2019

    Talking at the yearly Paraplanners Powwow, Aleksandra Sasin, founder of Navigatus and Jackie Manning of Tilney shared some of the techniques they have discovered and use to improve the way they work and to get things done in the working day. Over the course of this week we are publishing some of the ideas...

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  • Rory Percival workshop on Capacity for Loss – “not to be missed”

    21 October 2019

    LAST CHANCE TO SECURE YOUR PLACE  AT THE READING TECHNICAL INSIGHT SEMINAR WHERE RORY PERCIVAL WILL BE RUNNING A CAPACITY FOR LOSS WORKSHOP. The Seminar is on Wednesday 23 October at the Crown Plaza Reading and registration is at 8.30am for 9am start. To attend email louisahooper@researchinfinance.co.uk Rory Percival and other speakers rated as...

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  • Annual allowance – time to rework the excess contributions refund rules?

    21 October 2019

    Given the massive issues that are being caused by the annual allowance, if the limit stays the same then HMRC needs to rework the refund rules, suggests Gareth James, head of technical at AJ Bell HMRC released statistics at the end of September showing an incredible jump in the number of savers who had...

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  • Three-year track record: Jupiter Asian Income

    21 October 2019

    Juliet Schooling Latter, research director, FundCalibre, continues her column for Professional Paraplanner with analysis of the Jupiter Asian Income managed by Jason Pidcock. Bounded on the east by the Pacific Ocean, on the south by the Indian Ocean, and on the north by the Arctic Ocean, Asia is a fascinating and diverse region. Consisting...

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Latest Development

Using small pots when you’ve run out of lifetime allowance

Prudential technical manager Jacqueline Clezy uses a case study...

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Latest Events

Technical Insight Seminar: Reading – 7 workshop line-up confirmed

Paraplanners attending the Professional Paraplanner Technical Insight Seminar in Reading on 23 October 2019 will get access to a...

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