Latest - RETIREMENT PLANNING

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  TDQ: TEST YOUR KNOWLEDGE – ANSWERS

  2 July 2020

  As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  TEST YOUR KNOWLEDGE QUESTIONS

  2 July 2020

  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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  YOUR JULY/AUGUST 2020 MAGAZINE IS LIVE

  1 July 2020

  CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF: Inside our biggest issue yet you’ll find: All the winners from our 2020 AWARD The Paraplanner Awards Winners of the six Paraplanner awards including interviews The Provider Awards The companies nominated by you as the best in their category Paraplanner profile...

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  Helping clients with drawdown taxation

  29 June 2020

  How can paraplanners help clients avoid the heavy tax payments on money flexibly drawn from pensions? Joshua Croft, technical consultant at AJ Bell looks at the issue Having passed the fifth anniversary of pension freedoms, most people would agree they have been well received with those aged 55 or over, as they now have...

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  Multi-generational workforces key to successful retirement saving

  29 June 2020

  Age-friendly employers are integral to helping employees financially prepare for retirement, a new report from Aegon has shown.  According to the findings from The New Social Contract: Age-Friendly Employers, workplaces which offered an inclusive, diverse and multi-generational workforce were better able to support their employees to extend their working lives and save for retirement....

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  SSAS: key questions answered

  23 June 2020

  What’s a SSAS – compared to a SIPP? What benefits do they offer clients? What are the risks of using them? Charlie Dewey, head of Key Accounts & Third Party Relationships, Curtis Banks, answers these questions and more While SIPPs have grabbed more headlines in recent years, small self-administered schemes (SSASs) have been around for...

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  11m savers contacted by scammers while 3m fall victim

  22 June 2020

  Almost 3 million people in the UK have fallen victim to a financial scam since the start of Covid-19, as the outbreak created a “perfect storm” for opportunist scammers. According to research by Aegon, a fifth of the population, or 11 million people, said they have had dealings with someone trying to con them,...

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  Pension freedoms most understood by advised pension savers

  21 June 2020

  Half of over-55s (51%) admit they know little about the pension freedoms five years on from the introduction of the new rules, while thos with most detailed knowledge receive financial advice, research from Standard Life has revealed. A further one in 10 Britons aged over 55 say they know nothing about the changes, while just...

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