February 2019
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  • Support need for equity-release advice highlighted

    12 February 2019

    More support is needed for equity-release qualified advisers in order to make the product more accessible to consumers. According to the latest research by Canada Life Home Finance, 40% of advisers ranked more support to help advisers become qualified ahead of better education for customers (37%) and lower product costs (37%) as the main measure...

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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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  • 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...

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  • 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...

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  • 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...

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  • 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...

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  • 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...

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