MARCH 2021
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  • Maximising pension saving ahead of tax year end

    4 March 2021

    Dave Downie, technical manager at Standard Life, looks at three ways clients can maximise their pension saving ahead of tax year end A pension is still one of the most tax efficient ways for clients to save for retirement. Income tax relief on the way in, and the opportunity for tax-free cash on the way...

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  • Three biggest challenges facing later life planners

    4 March 2021

    Tax changes, market volatility and the cost of care are the three biggest challenges facing later life planners, according to Ingenious. Matt Dickens, senior business development director at Ingenious, warns that as the Government looks to plug the huge financial hole left by the Covid-19 pandemic, advisers face a planning dilemma. Dickens says: “Firstly, one...

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  • Institutional investors establish ESG as mainstream

    4 March 2021

    Institutional investors are turning ESG mainstream, as they increasingly look to adopt socially conscious investing across all asset classes. Yet consistent reporting remains an area of difficulty. Despite Covid-19 causing turbulence in the financial markets, a new study by bfinance found that one in three investors say the pandemic has resulted in greater attention for ESG...

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  • Why advice firms should consider an investment buddy

    4 March 2021

    Incorporating an investment buddy into a firm’s investment process can give access to the same range and depth of experience as much larger organisations, while still retaining full control, improving the firm’s business efficiencies while reassuring regulators, say John Calverley, chief economist, and James Chu, Head of Investment Solutions, Tricio Investment Advisors. One of the popular...

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  • Growth or value categorisation ‘misleading’

    4 March 2021

    Investment boutique ValuAnalysis has warned that categorising stocks into either ‘growth’ or ‘value’ can be misleading.  Instead, the firm believes the correct continuum should be ‘low to high expected growth’. So-called ‘value’ stocks have outperformed since 9 November, when positive news of the Pfizer Covid-19 vaccine was announced and investor appetite shifted towards cheaper...

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Latest Development

Prudential Technical Budget webinar: 4 March 2021

Join the Prudential Technical team this Thursday for a...

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First Technical Insight Webinars 2021 announced

17 March 2021

Professional Paraplanner is pleased to announce the launch of the Technical Insight Webinars 2021.

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