Latest - RETIREMENT PLANNING

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  Winners of the Professional Paraplanner Provider Awards 2019

  14 June 2019

  We are delighted to announce the winners of the Professional Paraplanner Provider Awards 2019. The awards were announced immediately after this year’s record attended London Technical Insight Seminar, to an audience of paraplanners and financial services companies gathered to hear who had won this year’s accolades. For these awards we asked our readers to nominate...

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  10 UK pensions changes that have and are impacting financial planning

  11 June 2019

  As Curtis Banks celebrates its 10thyear as a SIPP & SSAS provider, chief executive Will Self looks at 10 key UK pension changes over that period and how they have and are impacting financial planning for clients. Curtis Banks celebrates its 10thanniversary in June. It’s been a busy ten years for us, and even...

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  CashCalc looks to integration hub for ‘more seamless system’, says founder Adams

  3 June 2019

  Cashflow planning software provider CashCalc has signed to the Origo Integration Hub to provide a more seamless service to adviser firms, including forthcoming access to real-time valuations. Fiona Bond spoke to founder Ray Adams about the move. Ray Adams, founder of CashCalc, said the decision to use the Origo Integration Hub will allow it...

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  Expectation of working into 70s and 80s increasing

  28 May 2019

  Almost a third of UK workers believe they can work into their 70s, according to new research from AIG, with over-55s most confident about retiring later. Thirty-one percent of those surveyed as part of AIG’s nationwide study said they expect to be physically capable of doing their jobs into their 70s, with one in 14...

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  Technical: Income and tax planning after a business sale

  15 May 2019

  A business sale is, for most clients, a major financial event, with owners often spending a couple of years preparing their business for it. But, this should also be a time where people prepare their personal finances for post-sale too, says David Wright, Wealth Management Consultant, Mattioli Woods When business owners prepare for the...

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  Beneficiaries kept ‘in the dark’ on inheritance

  15 May 2019

  The majority of beneficiaries remain in the dark over how much money they are set to inherit amid ongoing uncertainty over the amount of money needed to fund retirement, new research from Canada Life has shown. Two-thirds (63%) of over-45s have not told their beneficiaries what they will pass to them, with one of...

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  Abolish “ludicrous” tapered annual allowance

  13 May 2019

  Royal London has called for the Treasury to abolish the tapered annual allowance for NHS pensions, as senior NHS staff continue to cut their hours or retire due to the fear of steep tax charges.  In a new policy paper exploring problems within the NHS pension scheme, Royal London said the issue was likely...

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  Investing for the next generation – quirks and pitfalls of the most commonly used account types

  7 May 2019

  In the UK, it is forecast that £5.5 trillion will be transferred through the generations over the next 30 years.[1] So how might people consider saving for children or grandchildren? Three of the most common ways to invest for children under 18 are through ISAs, SIPPs and bare trust investment accounts. Grant Blakey, technical resources...

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