January 2019


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  • TDQ: Test Your Knowledge – Questions

    20 December 2018

    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...

  • 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...

  • What will 2019 hold for the financial advice industry?

    18 December 2018

    Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry. Advisers won’t need a crystal ball to know that 2019 is likely to start in a more challenging place for them and for their clients than 2018 did, but the advice industry earns...

  • MiFID II – Aggregated costs and charges

    17 December 2018

    Steve Bailey, director at compliance consultancy ATEB, provides guidance on how to deal with the new requirements for reporting aggregated costs and charges necessary under MiFID II.   MiFID II came into effect on 3 January 2018 and placed several new and enhanced requirements on firms. One of the key areas of change was the requirement for firms to...

  • Origo celebrates 10 years of reducing pensions transfers times

    16 December 2018

    Origo’s Options Transfers service is celebrating its 10-year anniversary, having transferred over £160bn in pensions, ISA and GIAs for consumers and the industry over the past decade.  Options Transfers, which has close to 120 financial services users, was launched in 2008 to tackle what the company describes as the “inordinately lengthy time frames” for...

  • Curtis Banks acquires Hargreave Hale book of SIPPs

    12 December 2018

    Curtis Banks has completed the purchase of wealth manager Hargreave Hale’s book of SIPPs. The purchase gives the independent SIPP operator around 600 SIPPs investing in assets valued around £180 million. Hargreave Hale will continue to actively manage the invested assets and Curtis Banks will now be responsible for the professional administration of the SIPPs....

  • Fall in transfer values during November

    11 December 2018

    Pension transfer values fluctuated during November 2018, with an overall fall during the month, according to the XPS Pensions Group Transfer Value Index.   The index was £235,000 at the end of October and £230,000 at the end of November. The difference between maximum and minimum readings of the XPS Pensions Group Transfer Value...

  • UK Govt ex-pat pensioners triple lock promise useless unless EU reciprocates

    11 December 2018

    The government has published a Brexit policy paper in which it has pledged to increase the state pension of UK nationals living in the EU in the event of no deal, but only if the EU reciprocates. In its paper, Brexit secretary Stephen Barclay outlines: “Where it is in our control, the UK will...