December 2018


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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...

  • LISAs not replacing auto-enrolment

    24 November 2018

    More than half of Lifetime ISA customers are using the product for retirement (56%), while a third are saving for their first home (32%), a new survey by AJ Bell has shown. The LISA is currently only available to savers aged 18-39 and allows them to save up to £4,000 a year, with the...

  • Millennials shown to lack financial education

    15 November 2018

    While the vast majority of millennials recognise the importance of saving money for the future, more than half (55%) have no financial plan in place, new research by Moneybox has revealed. More than three quarters (77%) admitted they have no clear idea of where they’ll be financially in 10 years’ time. The research, which...

  • Personal allowance headlines while pensions tax relief off the hook in pre Brexit Budget

    29 October 2018

    Headline news from Chancellor of the Exchequer Philip Hammond’s Budget speech was that personal tax allowances of £12,500 basic rate and £50,000 higher rate thresholds promised in the Conservative party manifesto would be brought forward a year and implemented in April 2019. And after weeks of speculation that pensions tax relief would be used...

  • Don’t scrap the LISA, simplify it, says LEBC

    7 August 2018

    LEBC Group has warned that a generation of young savers struggling to buy their first home will be hit if the government scraps the Lifetime ISA. Following the recommendation put forward in the recent Treasury Select Committee’s ‘Household finances: income, savings and debt’ report that the Lifetime ISA should be abolished, LEBC has said that...

  • Survey looks at financial terminology understood by consumers

    26 July 2018

    Financial terminology remains a minefield for many UK adults, with a large number lacking the knowledge and confidence to correctly understand the different meanings, according to research by Reboot Online Digital Marketing Agency.  Of all the financial terms, Reboot Online found ‘savings account’ was the best understood, with 92% of British adults feeling confident...

  • July / August Issue OUT NOW

    28 June 2018

    In your bumper edition of Professional Paraplanner this month we have two specials for you: Click here to read The Professional Paraplanner Awards 2018 – We celebrate our second year of awards, recently held at the Grange St. Paul Hotel, London AND a Tax Special. In this 8-page section, we look at inheritance tax...

  • 1 in 10 understands new features and benefits of equity release

    11 June 2018

    While the majority of homeowners plan to use property wealth to boost their retirement, very few understand all the features of equity release, new research from SunLife has found. Eight in 10 homeowners over the age of 55 said they would use equity release or downsize to access some of the £280,000 value tied...