January 2019


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  • TDQ: Test Your Knowledge – Questions

    29 November 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...

  • 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...

  • DFM SIPP launched by Talbot & Muir and City Asset Management

    26 November 2018

    City Asset Management, a specialist real return investment manager, has partnered with Talbot and Muir, the independent self invested personal pension (SIPP) specialist to launch a DFM SIPP product. The low cost service combines a SIPP and discretionary fund management (DFM) for advisers and their clients with a combined total annual fee of 0.90% p.a....

  • Retirees unfazed by market conditions but shouldn’t be complacent

    24 November 2018

    The majority of retirees are taking a wait and see approach to their pension, despite concerns about widespread market volatility, according to new research by Aegon. However, retirees should not be complacent, the pension provider warned.  Aegon said 43% of the 650 retirees surveyed expressed concern about the impact of current market conditions on their retirement...

  • Companies start lining up to commit to improved transfers and re-registration via STAR

    22 November 2018

    The first seven companies are set to join STAR, a joint venture launched to help deliver the framework and methods used to deploy the Transfers and Re-registration Industry Group (TRIG) framework. The companies, including Standard life, Aviva, Aegon, Fidelity, Old Mutual, Janus Henderson and DST Funds, with others in the pipeline, have registered their...

  • Planning opportunities around scheme pays

    20 November 2018

    Gareth James, head of technical resources at AJ Bell looks at when ‘scheme pays’ is now best utilised The last few months have seen a succession of headlines confirming the growing impact of the annual allowance, in particular the tapered variety, on pension savers. We’ve seen reports of a tripling in the amount of...

  • Life assurer heat map plots income drawdown sustainability

    19 November 2018

    Less than half of income drawdown customers are taking an income with the likelihood it will last them for the rest of their life, Royal London has said. According to figures published by the pensions giant, 47% of customers have more than an 85% chance of their income lasting them for life, while 53%...

  • Gilt yields and inflation push up pension transfer values

    13 November 2018

    Pension transfer values as measured by the XPS Pensions Group Transfer Value Index fluctuated during October 2018 exhibiting a difference between maximum and minimum readings of £8,600 (or around 3.6%). Month to month the index rose 5% – the index was £230,000 at the end of September and £235,000 at the end of October. Sankar Mahalingham,...