SEPTEMBER 2019
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  • Technical and development features you may have missed

    5 September 2019

    In case you missed them over the summer, here are 10 of the most popular technical and development articles we published over the past few weeks.  How top slicing has been changed for ever – and what to do now Taxation of trust income PROD rules and risk tolerance – an overview Property tax –...

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  • Yield curve inversion – we know what that portends, or do we?

    4 September 2019

    David Jane, manager of Miton’s multi asset fund range, questions what a yield curve inversion means in a world with QE. It’s become an obsession in financial markets recently to talk about yield curve inversions and the predictive power of forecasting future recessions. However, with the bond market as distorted as it is by ultra-low...

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  • CashCalc’s Ray Adams to present at Nottingham Technical Insight Seminar

    2 September 2019

    We’re delighted to announce that Ray Adams, founder of cashflow modelling system CashCalc, will be joining our range of speakers at the Nottingham Technical Insight Seminar on 11 September. Ray will be talking about the use of cashflow modelling in the financial advice suitability process, with useful case study examples. The event takes place...

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  • Cohabiting couples lack of rights cause for concern

    1 September 2019

    Office for National Statistics (ONS) show that 3.4 million people now cohabit – around 1 in 8 people aged 16 or over. The data also shows that half of cohabiting couples own property and nearly half have financial assets including cash, shares and trade investments. Around 53% have assets worth £100,000 – while 15%...

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  • TDQ: Test Your Knowledge – Answers

    28 August 2019

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • TDQ: Test Your Knowledge – Questions

    28 August 2019

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • NS&I opens up Premium Bond purchase for under 16s

    27 August 2019

    NS&I has changed its rules so that anyone aged 16 or over can now invest in Premium Bonds on behalf of children under the age of 16. This will include aunts, uncles and family friends, as well as parents and grandparents. NS&I said the change to Premium Bonds, first revealed in the October 2018...

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  • Opportunities for sustainable investment increasing

    22 August 2019

    As the opportunities for sustainable investing increase, so do the risks and the need for fund managers to have the right processes in place, says David Harrison, manager of the Rathbone Global Sustainability Fund. With many more companies tackling the sustainability of their businesses, the investment opportunities for ethical fund managers are growing, says...

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