July/Aug 2019
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Opportunities for sustainable investment increasing

    22 August 2019

    As the opportunities for sustainable investing increase, so do the risks and the need for fund managers to have the right processes in place, says David Harrison, manager of the Rathbone Global Sustainability Fund. With many more companies tackling the sustainability of their businesses, the investment opportunities for ethical fund managers are growing, says...

    READ ARTICLE
  • Positioning for the future in an industry where uncertainty rules

    22 August 2019

    By Cathi Harrison, managing director, Apricity Two contradictory headlines sitting side-by-side tickled me recently – one saying that the platform market needs to shrink and the other announcing the launch of a new one. It is, however, very common in financial services, and indicative of the industry as it stands that, to put it...

    READ ARTICLE
  • News in brief: SSAS cost and transfer delay warning

    22 August 2019

    Talbot and Muir has warned that some SSAS arrangements are facing significant costs and delays on transfers to a more suitable vehicle, such as a SIPP. The independent SIPP and SSAS specialist, says that while SSAS arrangements continue to be popular with advisers and their clients, at times it can be necessary  to transfer...

    READ ARTICLE
  • EU economic headwinds backing Brexit

    22 August 2019

    Boris Johnson’s Brexit strategy appears to be working  but only due to EU economic headwinds, according to Nigel Green, CEO of deVere Group. Boris Johnson’s Brexit strategy appears to be working but primarily because a recession is looming over Germany – meaning both sides need a good and fair deal, the boss of the independent...

    READ ARTICLE
  • PROD rules and risk tolerance – an overview

    21 August 2019

    ATEB Solutions director Steve Bailey takes a look at the implications of the new FCA PROD Sourcebook, which he points out, has the force of rules not just guidance Somehow, in the torrent of MiFIDII, GDPR, DB Transfer and myriad other rule changes during 2018, and with no let up in the flow of...

    READ ARTICLE

Latest Development

Taxation of trust income

Whose income is it anyway? Prudential’s Neil MacLeod examines...

Read More

Latest Events

2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW

Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...

Read More