Latest - PROTECTION ZONE

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  Professional advice welcomed to help plan for care costs

  30 September 2019

  The majority of over-45s would welcome a referral to an adviser to help them make financial plans to meet the rising cost of care for themselves or family, new research from Just Group found. According to Just Group’s Care Report 2019, 37% of those surveyed said they would be grateful for a referral and...

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  SMES to expand employee benefits to attract staff

  30 September 2019

  Small and medium sized businesses plan to expand their employee benefits package in a bid to attract more staff, new research has shown. According to MetLife UK, more than half (53%) of SMEs will increase the benefits they offer staff over the next two years. Of the 34,000 businesses polled as part of its...

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  Clients are never too young to write a Will

  29 September 2019

  Clients of all ages should be encouraged to write a will, as stats show that millions of individuals consider themselves too young to need a will. According to will-writing service Farewill, the question of age remains one of the biggest inhibitors to writing a will, with 31 million Brits deciding they are too young....

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  TDQ: Test Your Knowledge – Questions

  26 September 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...

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  Technical and development features you may have missed

  5 September 2019

  In case you missed them over the summer, here are 10 of the most popular technical and development articles we published over the past few weeks.  How top slicing has been changed for ever – and what to do now Taxation of trust income PROD rules and risk tolerance – an overview Property tax –...

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  Cohabiting couples lack of rights cause for concern

  1 September 2019

  Office for National Statistics (ONS) show that 3.4 million people now cohabit – around 1 in 8 people aged 16 or over. The data also shows that half of cohabiting couples own property and nearly half have financial assets including cash, shares and trade investments. Around 53% have assets worth £100,000 – while 15%...

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  TDQ: Test Your Knowledge – Questions

  28 August 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...

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  Protection insurer reports 2 in 5 claims are for broken bones

  15 August 2019

  MetLife UK reports claims paid in the first three months of 2019 rose by 25% and the value of claims paid rose by 28%, with two out of five claims paid during the quarter from customers or their children suffering broken bones. The protection insurer says this underlines the demand for protection policies which...

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