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  • Openwork looks to triple training Academy intake in 2019

    13 May 2019

    Financial advice network Openwork has significantly expanded its Openwork Academy with plans for further growth during the year, as it focuses on increasing access to financial advice across the UK in response to growing demand. The firm expects that around 150 trainees will join the Academy in 2019, up from 57 in 2018. The...

  • Millennial retirement planning and property wealth

    23 April 2019

    Rathbones head of asset allocation research Ed Smith explains why IFAs and paraplanners should encourage their younger clients not to rely on property wealth when it comes to funding their retirements. If any of your younger clients, or the children of your clients, are looking to property for funding retirement, it might be wise...

  • OneFamily launches 58% LTV lifetime mortgage

    28 March 2019

    OneFamily has launched a new loan-to-value lifetime mortgage, aimed at homeowners looking to release a bigger amount of capital to meet their retirement needs. The new mortgage will enable borrowers over the age of 65 to release up to 58% of the value of their property, making it the highest loan-to-value available in the...

  • Estate planning ignorance is opportunity for advice firms

    26 March 2019

    Advised clients are far more knowledgeable about the benefits of estate planning and particularly use of pensions for inheritance tax planning purposes, than the non-advised general population, new research has revealed. This creates opportunities for advice firms.  Nine in ten advisers said their clients were aware of the changes to pension death benefits following the...

  • What paraplanners need to know when using commercial property within self-invested pensions

    21 March 2019

    What are the issues and practical considerations involved of using commercial property within self-invested pensions? Michael Hulse, Wealth Management consultant at Mattioli Woods provides a walk-through of the process and what paraplanners need to consider. One of the many advantages of self-invested pensions, whether those be small self-administered schemes (SSASs) or self-invested personal pensions...

  • Equity release being used to fund first time buyers

    19 March 2019

    Equity release was used to fund 46 first-time buyers a week in 2018, according to analysis by Canada Life Home Finance. The company estimated that one in 34 (2.9%) of the 82,791 equity release customers in 2018 used the cash to help first-time buyers get on to the housing ladder. This was slightly up...

  • Commentators play down RICS UK house price growth figures

    18 March 2019

    Latest figures from the Royal Institute of Chartered Surveyors (RICS), house price growth is at its weakest since 2011. RICS reports its monthly house price balance was at -28 in February, the lowest since May 2011. It was at -22 in January. This is primarily attributed to uncertainty round Brexit. The figures are drawn...

  • March Issue OUT NOW

    27 February 2019

    In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Click here to view! Our Paraplanner Profile maps the paraplanning career of Grant Callaghan, who was Para-Sols’ first graduate recruit and is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his...

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