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  • News in Brief: Intelliflo, Canada Life, BlackRock & Dynamic Planner, Amundi

    5 September 2019

    Intelliflo receives FCA registration to facilitate growth of Open Banking Intelliflo has been authorised by the FCA for registration as an account information service provider (AISP) under PSR 2017. AISP status ensures that Intelliflo can continue to aggregate information from client’s bank accounts This capability, available via Intelligent Office’s Personal Finance Portal (PFP), enables...

  • News in brief: Legal and General/ VitalityLife/ Canada Life

    1 August 2019

    Legal & General strikes deal with cash savings fintech Raisin UK Legal & General has announced a partnership with Raisin’s Manchester-based fintech Raisin.co.uk, which will provide Legal & General customers with access to FSCS* protected cash savings accounts through the Raisin.co.ukmarketplace. The first phase of the partnership will allow Legal & General customers to compare and...

  • Latest equity release figures show market has slowed but providers say consumer interest remains high

    31 July 2019

    While Equity Release Council figures show market growth has slowed, impacted by the uncertain economic landscape, providers point to lower rates and innovations keeping consumer interest high. Figures released by the Equity Release Council, which show the UK equity release market reached £1.85 billion in the first half of the year, on par with...

  • 10 reasons why your client might find it difficult to get equity release

    17 July 2019

    Equity release provider more 2 life has published a guide to help advice firms understand equity release lending criteria and so help manage client expectations.   more 2 life said analysis of its cases suggest that there are some signs that advisers should look out for when speaking to potential clients as it may...

  • Retired homeowners see £5.4bn increase in property wealth

    3 July 2019

    Property has proved lucrative for the over-65s, with retired homeowners seeing an increase of £5.445 billion over the past 12 months, equating to a £1,000 increase in their property wealth , research from Key has shown.  According to the equity release adviser, total property wealth owned by over-65s who have paid off their mortgage totaled £1,096...

  • TDQ: Test Your Knowledge – Questions

    29 June 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...

  • TDQ: Test Your Knowledge – Answers

    29 June 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...

  • Pensioners’ guilt at spending families’ inheritance not shared by younger generations

    19 June 2019

    A large percentage of pensioners feel guilty about spending money on themselves because of their family’s inheritance, according to new research from financial services provider OneFamily. Three in 10 (29%) over-65s, the equivalent of 3.5 million people across the UK, worry about spending money because they are focused on inheritance, while more than one...

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