DECEMBER 2020
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  • YOUR DECEMBER 2020 ISSUE IS LIVE

    25 November 2020

    INCLUDING: VCT SPECIAL REPORT. An 8-page special including a Guide to VCTs, illustrating the benefits of VCTS and how they can be used as a powerful planning tool for clients in a variety of different scenarios, a Q&A on VCTs and their importance in supporting UK smaller businesses, and we talk to paraplanners about when and...

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  • Will Chancellor’s Spending Review trigger pandemic payback?

    24 November 2020

    Chancellor Rishi Sunak is set to make a series of spending announcements (Wednesday 25 November) as he delivers his one year Spending Review amid the Covid-19 pandemic. While Sunak has already vowed not to return Britain to austerity, Aegon pension director Steven Cameron warned the Chancellor may use the opportunity to float big changes...

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  • Investment trust or open-ended fund in volatile markets?

    24 November 2020

    As market volatility continues amid the Covid-19 pandemic, investors need to think carefully about whether to opt for an investment trust or open-ended fund equivalent, according to Quilter fund expert Nick Wood. He says: “Today, many investment trusts that invest in equities have an equivalent in the open-ended world. These might be exact mirrors,...

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  • Scam victims reluctant to invest again

    24 November 2020

    Quilter has called on the Government to crack down on investment scams after its research revealed that investors who fall victim to scams are reluctant to invest again.  The research found that as many as seven in ten people who have fallen victim to a scam would avoid investing again, which Quilter warned could...

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  • Ensuring client understanding – pension transfers and beyond

    23 November 2020

    How can you reasonably assume that the client understands the advice they are being given? Steve Bailey, director ATEB Consulting, points to COBS for direction and offers eight conclusions that can help advice firms achieve that client understanding   Effective communication comprises three aspects. In walkie-talkie speak these would be … – Transmitting –...

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Latest Development

Pensions Death Benefits summary – post Staveley

Stephen McPhillips, technical sales director, Dentons Pension Management, considers...

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Latest Events

Technical Insight Webinar: FE Analytics – Creating faster more effective client reports

8 December 2020

2020 has seen a big increase in the provision of online services to clients so effective client reporting is...

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