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  • Dynamic Planner CEO outlines 5 key issues for financial planning in 2020

    16 January 2020

    Suitability, cashflow, sustainability, regulation and technology. Dynamic Planner CEO Ben Goss outlines what he believes will be the most transformative issues affecting financial planning in 2020. 1. Sustainability becomes part of the suitability conversation: Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment...

  • Defaqto launches pension switching tool with risk profiling and research functionality

    15 January 2020

    Defaqto has added pension switching to its end-to-end financial planning tool, Engage Core, with a module that allows advisers to compare multiple pension switching scenarios, including partial switches, in an efficient and compliant way. Defaqto says the new tool is designed to help advisers to deliver suitable advice as well as to bring consistency...

  • March Budget – pensions in spotlight

    7 January 2020

    Chancellor Sajid Javid has announced that the first post-election Budget will be held on 11 March and has promised that it will “usher in a decade of renewal” for the UK. While the run-up to the December election focused heavily upon the UK’s exit from the European Union, experts say the Budget will be...

  • Defaqto launches guide to balancing pensions freedoms and risk

    7 January 2020

    Financial information firm Defaqto has published a new guide too help advice firms advising on the pension freedoms. The guide, Balancing pension freedoms and risk in the modern advice world, written in conjunction with Canada Life, is designed to provide advisers with information and advice following the recent raft of regulatory changes. Defaqto said the guide...

  • Client recommendations biggest business opportunity in 2020

    6 January 2020

    New client recommendations will be the biggest business opportunity for advisers in 2020, according to a survey by Intelliflo. The survey, conducted during December 2019, showed that new client recommendations from existing clients was the leading business opportunity in 2019 and remains top of the list amongst advisers for the coming year. Recruiting extra...

  • What does the FCA have lined up for 2020?

    5 January 2020

    Aegon’s Steven Cameron sets out his ‘pick’ of FCA plans which may affect adviser firms in 2020 As with Government and industry, the FCA will be devoting a considerable amount of time and resource to Brexit. It will be updating its own regulations and rulebooks and checking the industry is making all the necessary...

  • Bank of England warns fund liquidity issues pose ‘systemic risk’

    18 December 2019

    The Bank of England has warned that liquidity issues surrounding open-ended funds pose a “systemic risk.” As part of its ongoing review, the Bank found that the mismatch between the liquidity of some funds’ assets and the redemption terms means there is an advantage to investors to redeem ahead of others. It could also...

  • TDQ: Test Your Knowledge – Questions

    18 December 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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