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  • Investment Committee: The rise in political and economic risk

    25 January 2021

    2021 will see a mix of risks, dominated by politics and economics, argues Anthony Rayner, Fund Manager, Premier Miton Investors. One of the big issues for markets currently is whether the economic rebound is sustainable.  The major challenge is the new round of Covid-related lockdowns, though there are of course policy responses that will mitigate some...

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  • Five quick tips to help you succeed in remote exams

    25 January 2021

    With remote invigilation now a part of the exam structure, Juno Baker of the London Institute for Banking and Finance, offers five top tips to help paraplanners ensure they are properly set up and ready for online exam conditions.  Remote examinations and assessments are becoming more popular, especially since Covid-19 and the subsequent lockdown...

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  • Dynamic Planner extends client tool to help meet MiFID II

    25 January 2021

    Dynamic Planner has extended its client reporting tool to help advisers address the different requirements of MiFID II regulation. The new rules stipulate that advisers must report a fund switch or rebalance to the client prior to a transaction. While 70% of platforms provide auto-rebalancing, advisers cannot rely solely upon this functionality without meeting advisers...

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  • Aegon shifts Retirement fund investments in net zero carbon bid

    25 January 2021

    Aegon has partnered with HSBC Global Asset Management to embed environmental, social and governance (ESG) criteria across its in-house workplace default range. From this month, key ARC workplace default funds will start to invest in the newly launched HSBC Developed World Sustainable Equity Index fund, with the aim of reaching a total of 30%...

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  • Threat to lifetime allowance protection on scheme buy-out

    24 January 2021

    A flaw in rules could lead to the loss of lifetime allowance protection on scheme buy-out. Charlene Young, senior technical consultant at AJ Bell explains According to recent correspondence, HMRC has taken the view that pension scheme buy-outs do not constitute “permitted transfers”. This has important implications for a small number of clients whose...

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When to use a SIPP or SSAS

What are the similarities and differences between a SIPP...

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2021: Seizing the new reality

3 February 2021

JOIN US for our first webinar of 2021 when Fidelity will present on investment prospects for 2021.

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