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Latest - PENSIONS

  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    2 July 2020

    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...

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  • TEST YOUR KNOWLEDGE QUESTIONS

    2 July 2020

    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...

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  • YOUR JULY/AUGUST 2020 MAGAZINE IS LIVE

    1 July 2020

    CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF: Inside our biggest issue yet you’ll find: All the winners from our 2020 AWARD The Paraplanner Awards Winners of the six Paraplanner awards including interviews The Provider Awards The companies nominated by you as the best in their category Paraplanner profile...

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  • Helping clients with drawdown taxation

    29 June 2020

    How can paraplanners help clients avoid the heavy tax payments on money flexibly drawn from pensions? Joshua Croft, technical consultant at AJ Bell looks at the issue Having passed the fifth anniversary of pension freedoms, most people would agree they have been well received with those aged 55 or over, as they now have...

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  • Exam refresher: Using a SIPP to Buy Property

    25 June 2020

    Small business owners with pension plans may be attracted to the idea of using their fund to buy a property to run their business from. This is also a popular topic tested in the CII AF2 business financial planning exam. This post was originally published on the Brand Financial Training Blog at https://brandft.co.uk/using-a-sipp-to-buy-property/  and has been...

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  • FCA PS20/06 pension transfer advice: overview and action points

    24 June 2020

    ATEB Consulting’s Steve Bailey provides an overview of PS20/06 and two of the rule/guidance changes, which took effect this month. This month the FCA published the long awaited policy statement ‘Pension transfer advice: feedback on CP19/25 and our final rules and guidance‘. The policy statement was accompanied by a substantial Guidance Consultation covering the FCA’s proposals...

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  • SSAS: key questions answered

    23 June 2020

    What’s a SSAS – compared to a SIPP? What benefits do they offer clients? What are the risks of using them? Charlie Dewey, head of Key Accounts & Third Party Relationships, Curtis Banks, answers these questions and more While SIPPs have grabbed more headlines in recent years, small self-administered schemes (SSASs) have been around for...

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  • 11m savers contacted by scammers while 3m fall victim

    22 June 2020

    Almost 3 million people in the UK have fallen victim to a financial scam since the start of Covid-19, as the outbreak created a “perfect storm” for opportunist scammers. According to research by Aegon, a fifth of the population, or 11 million people, said they have had dealings with someone trying to con them,...

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