March 2019


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  • iPipeline sees take up of Solution Builder protection modelling and sourcing software

    24 May 2018

    Business intelligence provider iPipeline UK said a number of mortgage brokers and estate agents have adopted its protection modelling and sourcing solution, SolutionBuilder, enabling them to offer protection alongside mortgages.  The firm said Knight Frank, Just Mortgages, Alexander Hall, Andrews and John Charcol have introduced SolutionBuilder to their advisers. SolutionBuilder allows advisers to demonstrate...

  • TDQ: Test Your Knowledge (May 2018 issue)

    26 April 2018

    Professional Paraplanner has teamed up with key training and exam support providers to help you in your training, development and qualifications. Here are the answers to this month’s TDQ: Test Your Knowledge questions, published in the May 2018 issue of Professional Paraplanner.   B CII R01 Study Text Chapter 5:2 A CII R02 Study...

  • Limited term protection potentially putting clients at risk

    25 March 2018

    Financial information group Defaqto has reported a decrease in the number of income protection products available, but a rise in ‘limited’ term products, potentially putting customers who buy those at risk in the event of a long-term illness or life-changing injury. The number of income protection products has fallen by 13% in the last...

  • FSCS ‘best practice’ proposal gets provider backing

    20 March 2018

    Aegon has backed the development of ‘best practice’ communications material by the Financial Services Compensation Scheme (FSCS) to provide consumers with a better understanding of the protection the scheme offers. The pension specialist said an industry best practice standard will create “greater consumer confidence” in retirement products and advice. Aegon’s support follows the results...

  • CII calls for industry action to help improve women’s financial security

    14 March 2018

    The Chartered Insurance Institute (CII) is calling upon the insurance and financial planning profession to help improve women’s financial security.  A new report by the CII has shown that a combination of growing debt, lower earnings and a lack of confidence about financial matters is putting millennial women at greater risk of poverty in...

  • Understanding the new annuity rules

    27 February 2018

    The new rules around annuity purchase should make shopping around easier. Dave Miller, executive general Manager (Commercial), IRESS, explains how the company has made the process as simple as possible for advisory firms via IRESS The Exchange. New rules requiring the best open market rates to be provided alongside provider annuity quotes seem straightforward,...

  • March 2018 Issue Out NOW!!

    22 February 2018

    Our Spring editions get under way with a Paraplanner Profile on Team Building. Click here to view your March issue In this issue’s Paraplanner Profile, Jonny Stubbs, head of Technical Support at LIFT-Financial, explains how he was brought in by the firm to build its paraplanning team, and talks about his role and his...

  • New standards body set to help industry deal with evolving market  

    16 January 2018

    Criterion, the newly formed industry body, has appointed four non-executive directors to the board, as it looks to help the industry deal with changes arising from the ongoing impact of the pensions freedoms, fintech innovation and implementation of the ambitions of government and the regulator. The body is focussed on the development of sustainable...