May 2019
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Latest - INVESTMENT ZONE

  • Outgoing FSCS CEO calls for more targeted approach to financial protection

    13 March 2019

    Outgoing Financial Services Compensation Scheme (FSCS) chief executive Mark Neale has called for the regulator to prioritise protection of consumers, with over half of compensation costs resulting from mis-selling or bad advice. In his speech to the UK Finance’s Retail Banking Summit, Neale said over 60% of the £3.3 billion paid out in compensation...

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  • 4 areas to focus on when researching EIS

    12 March 2019

    Researching an Enterprise Investment Scheme (EIS) is never straightforward but taking a methodical approach which considers four main areas can help, says Nicki Hinton-Jones, founder of XPM Investment Consulting. As the end of the tax year approaches, tax advantaged investments inevitably come under scrutiny.  Advisers and financial planners often report that researching Enterprise Investment...

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  • Avoiding the corporate bond liquidity squeeze

    12 March 2019

    Edward Park, deputy CIO, Brooks Macdonald, examines asset allocation positioning within current fixed income markets Since the global financial crisis in 2008, aging developed-world populations, record low deposit interest rates and quantitative easing by the world’s major central banks have driven a global ‘search for yield’ by investors. For many years, this drove asset...

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  • Using BPR could push up probate costs and IHT liabilities

    10 March 2019

    Investors holding Business Property Relief-qualifying investments need to be aware of how they may affect their inheritance tax liability and probate fees, following plans to introduce a tiered probate fees system, warns Way Investment Services.  From April, probate feeds will be paid on a sliding scale depending on how much the estate is worth...

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  • Financial services women speak out on International Women’s Day 

    8 March 2019

    Around 60% of paraplanners are women, recent Professional Paraplanner research has shown, but that is far from reflected across the financial services sector, with the figures for the number of female financial advisers described as ‘woeful’. On this day a number of female practitioners within financial services have spoken out on what they see as key issues for the industry...

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  • Zero appetite for risk high amongst wealth holding baby boomers

    7 March 2019

    Despite owning over a third of the UK’s wealth, baby boomers are “excessively cautious” about investment risk, with a large proportion having a zero risk appetite, new research by Aegon has revealed.  It also found that just one in four of the over 55s had sought advice from a financial adviser. The savings and...

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  • Investment research: Three-year track record

    7 March 2019

    In a new monthly Investment Research column for Professional Paraplanner, Juliet Schooling Latter, research director, FundCalibre, looks at funds that have just passed or are approaching their three-year track record. I like a fund and its manager to have a decent track record before I’ll even consider highlighting a product to a client as a potential...

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  • Putting off recession for another day?

    5 March 2019

    Since the injection of QE markets seem to be stuck in a repeating cycle: Eat, sleep, rave, repeat, says David Jane, manager of Miton’s multi asset fund range. Since the global financial crisis, now over a decade ago, monetary policy worldwide has been re-invented with a new set of tools characterised by the catch...

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