Latest - Income Zone

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  Income sustainability now and future concern

  21 May 2020

  Sustainability of income in retirement is by far the main concern of clients in the current crisis and for the foreseeable future, new research from FE Fundinfo has shown. The majority of advisers (71%) identified sustainability of income as their clients’ chief concern for retirement, with preservation of capital (21%) being the only other...

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  Income investing – be prepared to invest for longer in 2020

  22 December 2019

  As 2020 approaches, Schroders said investors should be prepared to invest for longer and diversify their investments to boost their income.  According to the asset manager’s Outlook 2020 series, an environment of low interest rates is likely to persist over the coming 12 months, limiting the income on offer from safe assets like cash...

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  March Issue OUT NOW

  27 February 2019

  In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Click here to view! Our Paraplanner Profile maps the paraplanning career of Grant Callaghan, who was Para-Sols’ first graduate recruit and is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his...

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  50 Not Out – January Issue of Professional Paraplanner OUT NOW

  19 December 2018

  This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters and the team behind the scenes that have worked so hard. Paraplanner profile The paraplanner we profile for this issue is Jade Mountford, chartered paraplanner with Mazars Financial Planning. She scooped the PFS Paraplanner of...

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  December Issue OUT NOW

  28 November 2018

  Paraplanner profile: This issue, in the first of a two part interview, Rob Kingsbury spoke with Chetan Ravalia, paraplanning manager, and Codie Smith, paraplanner, at Cooper Parry Wealth about how they work as ‘paraplanners’ since the firm restructured We also asked Dan Atkinson to provide insight into how his role has changed in his...

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  30 September deadline for ‘disguised remuneration’ schemes

  25 September 2018

  The clock is ticking for anyone who has used a ‘disguised remuneration’ scheme to arrange a settlement or face new tax charges next April. The government has said loans or debts from a disguised remuneration scheme – where ‘income’ is replaced with ‘loans’ – will be taxed as earnings if they haven’t been fully...

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  Active funds favoured for drawdown

  28 August 2018

  In the battle of drawdown investments, active funds are the clear winner, according to platform provider Zurich. An overwhelming 89% of drawdown assets are invested in active funds, while just 3% are held in passive funds, highlighting the lack of traction among passive investments in the post-pension freedom landscape. The remaining 8% of advised...

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  Creating a steady income stream for clients

  22 August 2018

  There is good news for investors wishing to use their long-term savings to generate a steady income stream, with investment trusts proving lucrative over the past 10 years, according to AJ Bell. The investment platform compiled a list of the “ultimate income investment trusts”, which yield up to 10% on a 10-year basis. At...

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