January 2019
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  • Dan Atkinson – 3 top tips for paraplanners in 2019

    21 January 2019

    Dan Atkinson, chartered financial planner and head of technical at EQ Investors, gives his top three tips for paraplanners in 2019. 1. Don’t forget the big picture, but don’t forget the detail either Atkinson says paraplanners often get stuck into the “nitty gritty” of their job, but this can often make it easy to...

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  • GP pension tax issue could be prompt to review lifetime allowance

    21 January 2019

    Health secretary Matt Hancock has entered into discussions with the Treasury following growing anger surrounding GP pension tax rules.  The lifetime allowance for pensions tax relief was lowered from £1.25m to £1m in 2016, meaning GPs do not see any benefit in continuing to pay into their pension fund and instead leave the profession...

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  • Voluntary NI contributions discounted rate ends on 5 April 2019

    20 January 2019

    Royal London is urging adviser firms to make clients aware they can top up their state pension before 5 April at a discounted rate. The mutual says people thinking about paying voluntary National Insurance Contributions to fill past gaps in their contribution record will be better off doing so before 6 April. Under current rules,...

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  • AJ Bell passes on passive fund cost savings to investors

    20 January 2019

    AJ Bell has reduced the annual charges on three of its passive multi-asset funds, by up to 20%, as part of its commitment to passing on cost efficiencies as the funds grow in size. The AJ Bell passive funds were launched in March 2017 with an Ongoing Charges Figure (OCF) capped at 0.5%. Within this,...

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  • ESG screening is positively impacting portfolio performance

    20 January 2019

    Research by asset management group Amundi has shown that over the past four years environmental, social and governance (ESG) has been positively impacting sections of the market, with 2014 proving to be the turning point for socially responsible investing affecting stock prices.  The research was undertaken following growing demand for ESG investing from the...

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Latest Development

Supporting you in 2018 – Prudential’s 2018 End-Year Report

We’re continually growing our hub to keep supporting you...

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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,...

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