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  • Lifetime Allowance testing issues – with examples

    31 May 2020

    Steve Bailey, director of ATEB Consulting, examines the rules around the Lifetime Allowance, when and how the LTA is tested and digs down into when the second LTA test applies, with examples The Lifetime Allowance (LTA) is the limit below which a person can crystallise benefits from their pension, without being subject to paying...

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  • Fears for retirement plans

    31 May 2020

    Nearly one in three Britons fear the economic downturn could wreak havoc on their retirement plans, according to new research from Sanlam. The investment group said 29% of people now fear the sharp drop in financial markets amid the Covid-19 outbreak could threaten their retirement goals, up from 20% in 2019. It has overtaken...

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  • Wealth Wizards launches client financial survival toolkit

    31 May 2020

    Financial planning group Wealth Wizards has launched a financial survival toolkit to help people impacted by the Covid19 pandemic. The toolkit, which can be accessed through the firm’s advice engine Turo, offers guidance in areas such as how to cope if your work situation changes and how to create a new household budget.  It...

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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    28 May 2020

    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. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • Savers underestimate retirement income needs by £100k

    28 May 2020

    Savers are underestimating the amount they will need to retire comfortably by £100,000 new research has shown. In a survey of 2,000 people carried out by financial advisory group Foster Denovo, 64% of respondents believe they will have enough to retire on with an average amount of £125,700. However, previous research by consumer group...

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Latest Development

Calculating Top Slicing Relief – with worked example

Graeme Robb of Prudential's technical team, highlights the issues...

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Latest Events

COVID-19 and our Events

Given the fast-changing situation around COVID-19, we wanted to provide an update regarding the Professional Paraplanner events for 2020....

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