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  • Rory Percival workshop on Capacity for Loss – “not to be missed”

    21 October 2019

    LAST CHANCE TO SECURE YOUR PLACE  AT THE READING TECHNICAL INSIGHT SEMINAR WHERE RORY PERCIVAL WILL BE RUNNING A CAPACITY FOR LOSS WORKSHOP. The Seminar is on Wednesday 23 October at the Crown Plaza Reading and registration is at 8.30am for 9am start. To attend email louisahooper@researchinfinance.co.uk Rory Percival and other speakers rated as...

  • Paraplanner as Investment Committee Member

    20 October 2019

    Rob Kingsbury spoke to Martin Green, paraplanning manager at Chadney Bulgin, about being a member of the firm’s Investment Committee and what it entails. First published in the October issue of Professional Paraplanner Martin Green has been a member of the Chadney Bulgin Investment Committee since it was formed over a decade ago. The...

  • Lack of joined-up thinking on pensions allowances spotlighted

    17 October 2019

    The new triple lock figure serves to illustrate a lack of joined-up thinking on pensions allowances, according to industry commentators. UK inflation grew by 1.7% in September, meaning pensioners are now set to receive a 4% increase in their state pension from next April, matching the rise in average earnings, as a result of...

  • Advice firm resilience against cybercrime – a concern for the FCA

    15 October 2019

    ATEB’s Steve Bailey addresses a growing concern for the regulator and financial advice firms – cybercrime – and recommends a three-pronged approach to resilience against cybercrime. With email being the largest single attack vector on the planet, keeping your organisation secure and productive is of utmost importance. So, what does that mean? It is three things:...

  • Pension data, pension protection and social care, key points from the Queen’s Speech

    14 October 2019

    Pension schemes will be compelled to provide data to pensions dashboards and new laws will protect individual’s pensions savings, while action around social care was promised as part of the new Pension Schemes Bill announced in the Queen’s Speech.  Addressing the House of Lords, Queen Elizabeth said: “To help people plan for the future...

  • Recent FCA suitability commentary – key points

    30 September 2019

    ATEB Consulting’s Steve Bailey analyses a recently delivered FCA speech on the suitability of advice and highlights key points advice firms should take from it. The FCA has published the transcript of a speech delivered by Debbie Gupta, Director of Life Insurance and Financial Advice Supervision. We recommend all advisory firms should read the text. The speech is...

  • In case you missed them – 5 stories from this month’s website

    28 September 2019

    Below we list 5 of the stories most read by paraplanners on the Professional Paraplanner website over the past month. If you’re not already signed up to receive our insightful technical, regulatory and industry content into your inbox, sign up for our daily email alert HERE. And if you know any paraplanners who would...

  • When execution-only and non-advised do and don’t apply

    23 September 2019

    You need to know the difference between execution-only and non-advised sales and what client instructions can be enacted under each of them, says ATEB Consulting’s Steve Bailey. There are two alternatives to advice: execution-only and non-advised. If you make a recommendation, you are giving advice and must meet all the relevant regulatory requirements. If you...