APRIL 2021
EDITION
SEARCH
PROFESSIONAL PARAPLANNER
FOLLOW AND SHARE
Retiring investors have £32,870 income tax-free per year
12 April 2021
As the new tax year gets underway, investors entering into retirement can take home at least £32,870 in tax-free income per year, new analysis from Quilter has revealed. The wealth management firm provided a breakdown of the different investments retirees could utilise to maximise their tax-free income before allowances grow increasingly “less favourable” over time....
READ ARTICLE12 April 2021
The Brand Financial Training team focus key points to learn in respect of the State pension – old and new Even though basic State Pension has been replaced with the new State Pension, it is still paid to those that retired before April 2016 so will often rear its head in the CII exams,...
READ ARTICLEOctopus looks to bring financial coaching to mass market
12 April 2021
Octopus Group has acquired Hatch Financial Coaching in a bid to bring financial coaching to the mass market. Founded in 2017, Hatch Financial Coaching will be rebranded Octopus Moneycoach and will seek to fill the gap between advice and robo-advice through a combination of smart financial planning software and financial coaches. The service, typically...
READ ARTICLEPension transfer: Considering a workplace pension
11 April 2021
ATEB Consulting’s Steve Bailey examines why and how Paraplanners should consider a workplace pension in a pension transfer recommendation. Firms involved with pension transfer business will know that there is a requirement to consider an available workplace pension (WPS) as the destination for any transferred funds. If the recommendation is to transfer to an alternative proposed arrangement,...
READ ARTICLEWomen losing out due to less engagement with pensions
11 April 2021
Just Group has called for greater scrutiny of the effectiveness of pension communications after FCA research revealed that women risk missing out in retirement due to poorer levels of engagement. Figures from the FCA’s Financial Lives Survey showed a high proportion of people are not taking an interest in pension matters, with women (12%)...
READ ARTICLETechnical: Chargeable gains and student loans
What happens when an investment bond tax point is...
Read MoreParaplanner – Harrogate – c£35,000+, dependent on experience
Yorkshire
c£35,000+ Dependent on Experience
Novus Financial Services are looking to recruit a qualified Paraplanner to join the team or someone with sufficient experience working towards the Diploma qualification. We are looking for an individual who either wants to retain this professional position or is looking for longer-term progression to become an Adviser.
FULL JOB SPECIFICATIONParaplanner – Harrogate – c£35,000+, dependent on experience
Yorkshire
c£35,000+ Dependent on Experience
Paraplanner – Leeds/High Wycombe – Up to £40,000
All locations
Up to £40,000
Paraplanner – Up to £50k, subject to experience and qualifications
East of England, London (Central), South East England
Up to £50k, subject to experience and qualifications
Dentons Scotland and South West webinars announced
We are delighted to announce two more Regional Webinars to be presented by Stephen McPhillips, Technical Sales director Dentons, for Scotland and...
Read MoreTwitter has returned errors:
More information on errors that have codes here.