November 2018
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  • Income generating options for you in retirement, Mr Client

    19 November 2018

    Martin Jarvis, associate consultant, Mattioli Woods looks at how the various options to create retirement income could be explained to clients Generating a positive income stream can be a complex business.  Throughout an individual’s working life, the process seems straightforward.  Work, get paid, work get paid, work, get paid and so on. However, what happens...

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  • New tools from Architas look to help clients better understand risk

    19 November 2018

    Asset manager Architas has launched two new tools designed to help clients understand what they are investing in and break down the barriers some may feel about investing. Architas, part of the global AXA Group, said it had developed the new understanding risk and explore funds tools in partnership with advisers it works with,...

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  • Life assurer heat map plots income drawdown sustainability

    19 November 2018

    Less than half of income drawdown customers are taking an income with the likelihood it will last them for the rest of their life, Royal London has said. According to figures published by the pensions giant, 47% of customers have more than an 85% chance of their income lasting them for life, while 53%...

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  • Advisers trend towards caution as Brexit looms

    18 November 2018

    With Brexit a little over four months away, advisers are increasingly leaning towards a cautious investment strategy, new research from Canada Life has shown.  Around one in three advisers (30%) say they are more likely to recommend investing in defensive stocks as a direct result of the vote to leave the EU, up from...

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  • Cashcalc invites suggestions for integration

    18 November 2018

    Cashflow planning software provider CashCalc is inviting its users to put forward integrations they would like to see CashCalc develop.   It follows a recent announcement by the company that it has adopted an open integration policy, allowing CashCalc to integrate with a company if it will benefit both the adviser and their clients. Ray...

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Latest Development

Rules of gifting by an Attorney or a Deputy – and the exceptions to them

Being an attorney or a deputy is a responsible...

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Latest Events

Technical Insight Seminar – 5 speaker take-aways

We asked five of our presenters what they would most like paraplanners to take away from their sessions at...

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